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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 | $985,916 | $97,732+908.8% | $83,831+1076.1% | $135,380+628.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 5.27% | 1287.56%-1282.3pp | 850.99%-845.7pp | 519.81%-514.5pp |
| Employer contribution / active EE | $27,000 | $4,222+539.5% | $3,631+643.6% | $4,779+465.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |