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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 | $456,703 | $135,645+236.7% | $110,243+314.3% | $135,380+237.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 3.19% | 513.24%-510.1pp | 314.76%-311.6pp | 519.81%-516.6pp |
| Employer contribution / active EE | $11,036 | $4,907+124.9% | $3,827+188.4% | $4,779+130.9% |
| Participant deferral / active EE | $40,333 | $5,507+632.4% | $4,672+763.3% | $5,609+619.1% |
| Admin fee / account holder | $60 | $11,458-99.5% | $8,548-99.3% | $10,828-99.4% |