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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 | $383,072 | $72,426+428.9% | $67,560+467.0% | $145,897+162.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.03% | 7226.78%-7214.8pp | 3533.50%-3521.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $18,492 | $3,074+501.5% | $2,737+575.7% | $4,663+296.6% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |