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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 | $803,328 | $90,530+787.4% | $76,030+956.6% | $145,897+450.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 625.08%-606.9pp | 361.54%-343.3pp | 552.29%-534.1pp |
| Employer contribution / active EE | $18,118 | $3,319+445.8% | $2,688+574.1% | $4,663+288.6% |
| Participant deferral / active EE | $18,385 | $5,164+256.0% | $4,257+331.9% | $6,689+174.8% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,390-100.0% |