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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $692,716 | $90,614+664.5% | $76,089+810.4% | $145,877+374.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 17.77% | 623.80%-606.0pp | 360.94%-343.2pp | 551.28%-533.5pp |
| Employer contribution / active EE | $3,308 | $3,324-0.5% | $2,690+23.0% | $4,663-29.1% |
| Participant deferral / active EE | $10,800 | $5,168+109.0% | $4,259+153.6% | $6,691+61.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |