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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 | $254,067 | $99,009+156.6% | $86,581+193.4% | $147,585+72.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.04% | 1312.70%-1292.7pp | 965.06%-945.0pp | 578.58%-558.5pp |
| Employer contribution / active EE | $10,800 | $3,132+244.8% | $2,840+280.3% | $4,876+121.5% |
| Participant deferral / active EE | $22,000 | $3,972+453.8% | $3,609+509.7% | $5,439+304.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |