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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 | $756,717 | $102,595+637.6% | $94,057+704.5% | $154,746+389.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.23% | 583.42%-568.2pp | 480.62%-465.4pp | 172.34%-157.1pp |
| Employer contribution / active EE | $13,831 | $3,147+339.4% | $2,933+371.5% | $4,379+215.8% |
| Participant deferral / active EE | $13,831 | $5,118+170.2% | $4,709+193.7% | $6,730+105.5% |
| Admin fee / account holder | $73 | $7,736-99.1% | $7,244-99.0% | $14,365-99.5% |