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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 | $420,520 | $72,403+480.8% | $67,524+522.8% | $145,978+188.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 25.93% | 7197.23%-7171.3pp | 3519.41%-3493.5pp | 550.52%-524.6pp |
| Employer contribution / active EE | $3,569 | $3,072+16.2% | $2,734+30.5% | $4,662-23.4% |
| Participant deferral / active EE | $27,000 | $4,782+464.6% | $4,001+574.8% | $6,690+303.6% |
| Admin fee / account holder | $60 | $5,541-98.9% | $4,001-98.5% | $13,400-99.6% |