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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 | $526,279 | $111,785+370.8% | $93,669+461.9% | $145,877+260.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.03% | 203.79%-191.8pp | 133.59%-121.6pp | 551.28%-539.3pp |
| Employer contribution / active EE | $27,142 | $3,096+776.7% | $2,424+1019.9% | $4,663+482.1% |
| Participant deferral / active EE | $24,236 | $4,919+392.7% | $4,416+448.9% | $6,691+262.2% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,291-100.0% | $13,402-100.0% |