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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 | $90,691+375.1% | $76,119+466.0% | $145,884+195.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 89.51% | 624.52%-535.0pp | 361.25%-271.7pp | 551.85%-462.3pp |
| Employer contribution / active EE | $2,607 | $3,329-21.7% | $2,693-3.2% | $4,662-44.1% |
| Participant deferral / active EE | $17,384 | $5,167+236.4% | $4,259+308.1% | $6,690+159.9% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |