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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 | $463,410 | $156,970+195.2% | $121,210+282.3% | $139,487+232.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.63% | 1477.10%-1460.5pp | 987.41%-970.8pp | 373.84%-357.2pp |
| Employer contribution / active EE | $25,578 | $5,546+361.2% | $4,171+513.3% | $4,755+438.0% |
| Participant deferral / active EE | $23,380 | $4,849+382.1% | $4,084+472.5% | $6,713+248.3% |
| Admin fee / account holder | $0 | $6,947-100.0% | $5,647-100.0% | $11,407-100.0% |