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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 | $326,699 | $90,614+260.5% | $76,089+329.4% | $145,877+124.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.29% | 623.80%-609.5pp | 360.94%-346.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $6,932 | $3,324+108.5% | $2,690+157.7% | $4,663+48.7% |
| Participant deferral / active EE | $29,533 | $5,168+471.5% | $4,259+593.4% | $6,691+341.4% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |