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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 | $96,643+327.4% | $86,617+376.9% | $139,456+196.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.00% | 106.57%-87.6pp | 591.91%-572.9pp | 373.45%-354.4pp |
| Employer contribution / active EE | $8,712 | $3,264+166.9% | $3,023+188.1% | $4,753+83.3% |
| Participant deferral / active EE | $30,000 | $4,835+520.5% | $4,437+576.1% | $6,711+347.0% |
| Admin fee / account holder | $0 | $6,406-100.0% | $5,613-100.0% | $11,407-100.0% |