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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 | $542,848 | $72,426+649.5% | $67,560+703.5% | $145,897+272.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 18.94% | 7226.78%-7207.8pp | 3533.50%-3514.6pp | 552.29%-533.4pp |
| Employer contribution / active EE | $18,023 | $3,074+486.2% | $2,737+558.6% | $4,663+286.5% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |