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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 | $362,419 | $150,447+140.9% | $136,298+165.9% | $147,586+145.6% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 11.75% | 1049.15%-1037.4pp | 5156.27%-5144.5pp | 578.59%-566.8pp |
| Employer contribution / active EE | $1,214 | $5,256-76.9% | $4,696-74.1% | $4,876-75.1% |
| Participant deferral / active EE | $5,088 | $6,631-23.3% | $6,247-18.6% | $5,439-6.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |