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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 | $592,287 | $110,039+438.3% | $97,260+509.0% | $145,884+306.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.72% | 244.44%-233.7pp | 75.54%-64.8pp | 551.85%-541.1pp |
| Employer contribution / active EE | $4,350 | $3,074+41.5% | $2,721+59.9% | $4,662-6.7% |
| Participant deferral / active EE | $13,375 | $4,674+186.2% | $4,262+213.8% | $6,690+99.9% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |