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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 | $264,225 | $138,068+91.4% | $125,358+110.8% | $134,493+96.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 7.07% | 750.30%-743.2pp | 572.03%-565.0pp | 418.01%-410.9pp |
| Employer contribution / active EE | $8,492 | $5,244+61.9% | $4,814+76.4% | $4,740+79.1% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |