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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 | $495,728 | $106,003+367.7% | $92,236+437.5% | $147,585+235.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 20.29% | 50.05%-29.8pp | 176.29%-156.0pp | 578.57%-558.3pp |
| Employer contribution / active EE | $24,223 | $4,333+459.0% | $3,679+558.3% | $4,876+396.7% |
| Participant deferral / active EE | $27,326 | $4,478+510.2% | $3,897+601.2% | $5,439+402.4% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,885-100.0% |