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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 | $520,495 | $106,008+391.0% | $92,240+464.3% | $147,586+252.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.03% | 50.05%-36.0pp | 176.29%-162.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $11,257 | $4,333+159.8% | $3,680+205.9% | $4,876+130.8% |
| Participant deferral / active EE | $9,442 | $4,478+110.8% | $3,897+142.3% | $5,439+73.6% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |