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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 | $456,864 | $103,008+343.5% | $90,304+405.9% | $152,897+198.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 30.55% | 95.22%-64.7pp | 78.13%-47.6pp | 345.43%-314.9pp |
| Employer contribution / active EE | $21,571 | $3,139+587.1% | $2,855+655.6% | $4,764+352.8% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |