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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 | $693,334 | $106,008+554.0% | $92,240+651.7% | $147,586+369.8% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 82.55% | 50.05%+32.5pp | 176.29%-93.7pp | 578.59%-496.0pp |
| Employer contribution / active EE | $33,613 | $4,333+675.7% | $3,680+813.5% | $4,876+589.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |