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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 | $880,286 | $160,040+450.0% | $147,096+498.4% | $145,877+503.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.21% | 98.49%-82.3pp | 419.75%-403.5pp | 551.28%-535.1pp |
| Employer contribution / active EE | $29,721 | $5,289+461.9% | $4,936+502.1% | $4,663+537.4% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |