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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 | $413,057 | $96,678+327.3% | $86,640+376.7% | $139,466+196.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.00% | 106.69%-87.7pp | 592.52%-573.5pp | 373.66%-354.7pp |
| Employer contribution / active EE | $8,712 | $3,265+166.8% | $3,024+188.1% | $4,754+83.3% |
| Participant deferral / active EE | $30,000 | $4,837+520.3% | $4,438+575.9% | $6,712+347.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |