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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 | $589,458 | $169,336+248.1% | $129,384+355.6% | $145,884+304.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.79% | 14408.70%-14398.9pp | 9461.77%-9452.0pp | 551.85%-542.1pp |
| Employer contribution / active EE | $36,871 | $5,540+565.5% | $4,153+787.8% | $4,662+690.8% |
| Participant deferral / active EE | $21,633 | $4,985+334.0% | $4,166+419.3% | $6,690+223.4% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |