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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 | $331,745 | $110,801+199.4% | $86,615+283.0% | $167,536+98.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.59% | 116.96%-103.4pp | 63.51%-49.9pp | 478.82%-465.2pp |
| Employer contribution / active EE | $15,367 | $3,245+373.6% | $2,496+515.8% | $4,839+217.6% |
| Participant deferral / active EE | $11,351 | $4,547+149.7% | $3,699+206.8% | $6,342+79.0% |
| Admin fee / account holder | $0 | $8,417-100.0% | $5,830-100.0% | $12,315-100.0% |