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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 | $305,987 | $125,190+144.4% | $105,624+189.7% | $145,897+109.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.65% | 225.22%-213.6pp | 116.20%-104.6pp | 552.29%-540.6pp |
| Employer contribution / active EE | $35,546 | $3,720+855.5% | $3,168+1022.1% | $4,663+662.4% |
| Participant deferral / active EE | $0 | $5,716-100.0% | $5,013-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $17,138-100.0% | $10,961-100.0% | $13,390-100.0% |