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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 | $297,747 | $106,001+180.9% | $92,235+222.8% | $147,585+101.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.53% | 50.05%-27.5pp | 176.28%-153.8pp | 578.56%-556.0pp |
| Employer contribution / active EE | $24,701 | $4,333+470.0% | $3,679+571.3% | $4,876+406.5% |
| Participant deferral / active EE | $9,445 | $4,478+110.9% | $3,897+142.4% | $5,439+73.7% |
| Admin fee / account holder | $25 | $6,332-99.6% | $5,194-99.5% | $10,885-99.8% |