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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 | $369,771 | $167,030+121.4% | $135,768+172.4% | $155,188+138.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.17% | 678.39%-671.2pp | 526.10%-518.9pp | 148.84%-141.7pp |
| Employer contribution / active EE | $34,500 | $4,132+734.9% | $3,394+916.5% | $4,248+712.2% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |