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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 | $532,992 | $88,754+500.5% | $81,820+551.4% | $145,877+265.4% |
| Participation rate | 90.0% | 75.1%+14.9pp | 72.4%+17.6pp | 80.3%+9.7pp |
| Annual return | 10.50% | 1031.77%-1021.3pp | 777.93%-767.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $13,283 | $3,085+330.5% | $2,915+355.7% | $4,663+184.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |