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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 | $354,751 | $150,447+135.8% | $136,298+160.3% | $147,586+140.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.45% | 1049.15%-1034.7pp | 5156.27%-5141.8pp | 578.59%-564.1pp |
| Employer contribution / active EE | $6,071 | $5,256+15.5% | $4,696+29.3% | $4,876+24.5% |
| Participant deferral / active EE | $12,390 | $6,631+86.9% | $6,247+98.3% | $5,439+127.8% |
| Admin fee / account holder | $216 | $10,906-98.0% | $9,244-97.7% | $10,886-98.0% |