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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 | $631,045 | $108,897+479.5% | $100,378+528.7% | $145,877+332.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 18.41% | 58.17%-39.8pp | 49.41%-31.0pp | 551.28%-532.9pp |
| Employer contribution / active EE | $18,706 | $4,420+323.2% | $3,942+374.5% | $4,663+301.2% |
| Participant deferral / active EE | $18,706 | $8,455+121.3% | $8,087+131.3% | $6,691+179.6% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |