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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 | $545,997 | $107,941+405.8% | $91,994+493.5% | $152,909+257.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 20.10% | 89.28%-69.2pp | 69.04%-48.9pp | 345.46%-325.4pp |
| Employer contribution / active EE | $22,500 | $4,212+434.2% | $3,453+551.7% | $4,764+372.3% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |