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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 | $405,942 | $92,219+340.2% | $76,767+428.8% | $135,380+199.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 372.26% | 5.46%+366.8pp | 2.43%+369.8pp | 519.81%-147.5pp |
| Employer contribution / active EE | $15,309 | $3,216+376.0% | $2,485+516.0% | $4,779+220.3% |
| Participant deferral / active EE | $18,500 | $4,508+310.3% | $3,852+380.3% | $5,609+229.8% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |