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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 | $412,258 | $150,346+174.2% | $120,524+242.1% | $145,877+182.6% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 13.98% | 154.40%-140.4pp | 107.36%-93.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $7,931 | $4,353+82.2% | $3,469+128.6% | $4,663+70.1% |
| Participant deferral / active EE | $27,059 | $6,172+338.4% | $4,994+441.9% | $6,691+304.4% |
| Admin fee / account holder | $0 | $12,215-100.0% | $9,440-100.0% | $13,402-100.0% |