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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 | $125,193+144.4% | $105,591+189.8% | $145,978+109.6% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.65% | 225.53%-213.9pp | 116.43%-104.8pp | 550.52%-538.9pp |
| Employer contribution / active EE | $35,546 | $3,718+855.9% | $3,166+1022.7% | $4,662+662.5% |
| Participant deferral / active EE | $0 | $5,708-100.0% | $5,008-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |