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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 | $465,778 | $166,268+180.1% | $165,100+182.1% | $145,897+219.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.88% | 100.52%-91.6pp | 70.21%-61.3pp | 552.29%-543.4pp |
| Employer contribution / active EE | $37,500 | $5,284+609.7% | $4,348+762.5% | $4,663+704.3% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |