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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 | $292,772 | $109,904+166.4% | $97,167+201.3% | $145,959+100.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 9.97% | 243.43%-233.5pp | 75.27%-65.3pp | 561.95%-552.0pp |
| Employer contribution / active EE | $26,653 | $3,084+764.1% | $2,729+876.6% | $4,661+471.9% |
| Participant deferral / active EE | $23,000 | $4,676+391.9% | $4,264+439.5% | $6,689+243.9% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |