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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 | $452,740 | $88,778+410.0% | $81,844+453.2% | $145,884+210.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.58% | 1033.03%-1013.4pp | 778.87%-759.3pp | 551.85%-532.3pp |
| Employer contribution / active EE | $13,891 | $3,087+350.0% | $2,916+376.3% | $4,662+197.9% |
| Participant deferral / active EE | $5,928 | $4,648+27.5% | $4,323+37.1% | $6,690-11.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |