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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 | $323,267 | $100,073+223.0% | $85,126+279.8% | $145,877+121.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 27.65% | 84.11%-56.5pp | 66.63%-39.0pp | 551.28%-523.6pp |
| Employer contribution / active EE | $22,154 | $3,236+584.5% | $2,731+711.1% | $4,663+375.1% |
| Participant deferral / active EE | $17,757 | $5,294+235.4% | $4,523+292.6% | $6,691+165.4% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |