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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 | $264,855 | $72,071+267.5% | $68,368+287.4% | $137,256+93.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 184.60% | 353.14%-168.5pp | 292.57%-108.0pp | 220.34%-35.7pp |
| Employer contribution / active EE | $11,507 | $2,788+312.7% | $2,649+334.4% | $4,156+176.9% |
| Participant deferral / active EE | $12,741 | $4,410+188.9% | $4,123+209.1% | $6,407+98.9% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |