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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 | $90,397+788.7% | $76,002+957.0% | $145,959+450.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 621.97%-603.8pp | 360.07%-341.9pp | 561.95%-543.7pp |
| Employer contribution / active EE | $18,118 | $3,317+446.2% | $2,688+573.9% | $4,661+288.7% |
| Participant deferral / active EE | $18,385 | $5,163+256.1% | $4,257+331.9% | $6,689+174.9% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |