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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 | $427,742 | $109,872+289.3% | $98,483+334.3% | $167,536+155.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.03% | 1959.31%-1943.3pp | 1494.38%-1478.3pp | 478.82%-462.8pp |
| Employer contribution / active EE | $6,840 | $3,225+112.1% | $2,961+131.0% | $4,839+41.3% |
| Participant deferral / active EE | $22,000 | $4,673+370.8% | $4,276+414.4% | $6,342+246.9% |
| Admin fee / account holder | $15 | $6,757-99.8% | $5,953-99.7% | $12,315-99.9% |