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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 | $439,971 | $154,209+185.3% | $130,062+238.3% | $139,487+215.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 686.39% | 32.52%+653.9pp | -137.37%+823.8pp | 373.84%+312.5pp |
| Employer contribution / active EE | $40,276 | $5,292+661.0% | $4,322+831.8% | $4,755+747.1% |
| Participant deferral / active EE | $22,500 | $6,709+235.4% | $5,821+286.6% | $6,713+235.2% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |