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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 | $760,659 | $100,895+653.9% | $90,430+741.2% | $158,950+378.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 8.55% | 1725.54%-1717.0pp | 1293.73%-1285.2pp | 302.91%-294.4pp |
| Employer contribution / active EE | $2,263 | $3,689-38.6% | $3,262-30.6% | $4,762-52.5% |
| Participant deferral / active EE | $7,754 | $4,347+78.4% | $3,963+95.7% | $5,983+29.6% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |