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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 | $727,891 | $171,492+324.4% | $150,734+382.9% | $198,609+266.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 4.68% | 804.70%-800.0pp | 600.81%-596.1pp | 202.70%-198.0pp |
| Employer contribution / active EE | $39,900 | $5,470+629.4% | $4,918+711.3% | $5,055+689.3% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |