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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 | $154,754+367.4% | $124,206+482.4% | $138,895+420.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.05% | 709.28%-696.2pp | 515.27%-502.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $17,550 | $4,446+294.7% | $3,540+395.7% | $4,194+318.4% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |