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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 | $430,854 | $90,614+375.5% | $76,089+466.3% | $145,877+195.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 89.51% | 623.80%-534.3pp | 360.94%-271.4pp | 551.28%-461.8pp |
| Employer contribution / active EE | $2,607 | $3,324-21.6% | $2,690-3.1% | $4,663-44.1% |
| Participant deferral / active EE | $17,384 | $5,168+236.4% | $4,259+308.1% | $6,691+159.8% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |