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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 | $291,799 | $88,710+228.9% | $81,783+256.8% | $145,959+99.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.54% | 1027.26%-1017.7pp | 775.05%-765.5pp | 561.95%-552.4pp |
| Employer contribution / active EE | $19,600 | $3,083+535.7% | $2,913+572.9% | $4,661+320.5% |
| Participant deferral / active EE | $7,359 | $4,645+58.4% | $4,320+70.3% | $6,689+10.0% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |