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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 | $471,425 | $96,691+387.6% | $86,656+444.0% | $139,487+238.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 17.36% | 106.87%-89.5pp | 593.09%-575.7pp | 373.84%-356.5pp |
| Employer contribution / active EE | $11,486 | $3,267+251.6% | $3,025+279.6% | $4,755+141.6% |
| Participant deferral / active EE | $17,848 | $4,838+268.9% | $4,439+302.1% | $6,713+165.9% |
| Admin fee / account holder | $0 | $6,414-100.0% | $5,619-100.0% | $11,407-100.0% |