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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 | $278,928 | $102,595+171.9% | $94,057+196.6% | $154,746+80.2% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 16.07% | 583.42%-567.3pp | 480.62%-464.6pp | 172.34%-156.3pp |
| Employer contribution / active EE | $8,525 | $3,147+170.9% | $2,933+190.6% | $4,379+94.7% |
| Participant deferral / active EE | $11,500 | $5,118+124.7% | $4,709+144.2% | $6,730+70.9% |
| Admin fee / account holder | $0 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |