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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 | $723,376 | $162,529+345.1% | $130,788+453.1% | $154,746+367.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.05% | 510.48%-497.4pp | 386.44%-373.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $17,550 | $4,447+294.6% | $3,558+393.3% | $4,379+300.8% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |