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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 | $822,072 | $102,595+701.3% | $94,057+774.0% | $154,746+431.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 15.34% | 583.42%-568.1pp | 480.62%-465.3pp | 172.34%-157.0pp |
| Employer contribution / active EE | $24,777 | $3,147+687.2% | $2,933+744.7% | $4,379+465.8% |
| Participant deferral / active EE | $15,500 | $5,118+202.8% | $4,709+229.1% | $6,730+130.3% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |