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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 | $437,450 | $72,071+507.0% | $68,368+539.8% | $137,256+218.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 18.84% | 353.14%-334.3pp | 292.57%-273.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $10,627 | $2,788+281.2% | $2,649+301.2% | $4,156+155.7% |
| Participant deferral / active EE | $24,113 | $4,410+446.8% | $4,123+484.9% | $6,407+276.4% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |