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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 | $436,537 | $185,225+135.7% | $142,898+205.5% | $167,553+160.5% |
| Participation rate | 90.0% | 78.5%+11.5pp | 72.0%+18.0pp | 82.1%+7.9pp |
| Annual return | 15.48% | 8558.12%-8542.6pp | 5639.64%-5624.2pp | 478.89%-463.4pp |
| Employer contribution / active EE | $20,958 | $5,607+273.8% | $4,146+405.5% | $4,840+333.0% |
| Participant deferral / active EE | $18,783 | $4,496+317.8% | $3,838+389.3% | $6,343+196.1% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |