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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 | $775,997 | $145,884+431.9% | $363,216+113.6% | $145,884+431.9% |
| Participation rate | 100.0% | 80.3%+19.7pp | 83.3%+16.7pp | 80.3%+19.7pp |
| Annual return | 11.42% | 551.85%-540.4pp | 10.15%+1.3pp | 551.85%-540.4pp |
| Employer contribution / active EE | $10,000 | $4,662+114.5% | $10,0000% | $4,662+114.5% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $2,783-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $13,392-100.0% | $7,750-100.0% | $13,392-100.0% |