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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 | $320,530 | $102,663+212.2% | $86,216+271.8% | $139,466+129.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 11.91% | 1924.52%-1912.6pp | 1169.42%-1157.5pp | 373.66%-361.8pp |
| Employer contribution / active EE | $6,154 | $3,035+102.8% | $2,382+158.4% | $4,754+29.4% |
| Participant deferral / active EE | $9,650 | $4,677+106.3% | $3,986+142.1% | $6,712+43.8% |
| Admin fee / account holder | $204 | $8,663-97.6% | $6,853-97.0% | $11,409-98.2% |