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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 | $254,291 | $129,239+96.8% | $93,419+172.2% | $158,966+60.0% |
| Participation rate | 100.0% | 70.9%+29.1pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 13.59% | 118.21%-104.6pp | 78.05%-64.5pp | 302.95%-289.4pp |
| Employer contribution / active EE | $6,024 | $2,711+122.2% | $2,075+190.3% | $4,762+26.5% |
| Participant deferral / active EE | $9,907 | $3,909+153.5% | $3,126+217.0% | $5,983+65.6% |
| Admin fee / account holder | $0 | $7,383-100.0% | $5,230-100.0% | $11,250-100.0% |