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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 | $581,441 | $149,040+290.1% | $120,225+383.6% | $137,256+323.6% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.21% | 605.68%-588.5pp | 439.23%-422.0pp | 220.34%-203.1pp |
| Employer contribution / active EE | $28,000 | $4,350+543.6% | $3,475+705.7% | $4,156+573.7% |
| Participant deferral / active EE | $23,000 | $4,655+394.1% | $3,999+475.2% | $6,407+259.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |