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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 | $90,614+786.5% | $76,089+955.8% | $145,877+450.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 623.80%-605.6pp | 360.94%-342.7pp | 551.28%-533.1pp |
| Employer contribution / active EE | $18,118 | $3,324+445.0% | $2,690+573.5% | $4,663+288.5% |
| Participant deferral / active EE | $18,385 | $5,168+255.7% | $4,259+331.7% | $6,691+174.8% |
| Admin fee / account holder | $0 | $8,376-100.0% | $6,418-100.0% | $13,402-100.0% |