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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 | $354,428 | $73,518+382.1% | $63,003+462.6% | $147,585+140.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 15.08% | 175.46%-160.4pp | 87.59%-72.5pp | 578.57%-563.5pp |
| Employer contribution / active EE | $5,630 | $3,322+69.4% | $2,760+104.0% | $4,876+15.4% |
| Participant deferral / active EE | $13,500 | $4,183+222.7% | $3,329+305.5% | $5,439+148.2% |
| Admin fee / account holder | $8 | $5,952-99.9% | $3,600-99.8% | $10,885-99.9% |