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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 | $666,405 | $105,145+533.8% | $94,664+604.0% | $139,466+377.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.86% | 38.09%-20.2pp | 156.84%-139.0pp | 373.66%-355.8pp |
| Employer contribution / active EE | $14,626 | $4,107+256.1% | $3,673+298.2% | $4,754+207.7% |
| Participant deferral / active EE | $24,006 | $7,599+215.9% | $7,417+223.6% | $6,712+257.7% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |