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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 | $466,591 | $88,754+425.7% | $81,820+470.3% | $145,877+219.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.51% | 1031.77%-1011.3pp | 777.93%-757.4pp | 551.28%-530.8pp |
| Employer contribution / active EE | $10,056 | $3,085+225.9% | $2,915+245.0% | $4,663+115.7% |
| Participant deferral / active EE | $17,737 | $4,648+281.6% | $4,323+310.3% | $6,691+165.1% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |