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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 | $781,425 | $118,708+558.3% | $98,920+690.0% | $158,982+391.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 25.89% | 372.49%-346.6pp | 196.47%-170.6pp | 302.99%-277.1pp |
| Employer contribution / active EE | $25,616 | $3,334+668.4% | $2,689+852.5% | $4,763+437.8% |
| Participant deferral / active EE | $17,333 | $5,089+240.6% | $4,245+308.3% | $5,983+189.7% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |