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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 | $455,080 | $156,970+189.9% | $121,210+275.4% | $139,487+226.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 1477.10%-1463.1pp | 987.41%-973.4pp | 373.84%-359.8pp |
| Employer contribution / active EE | $23,308 | $5,546+320.3% | $4,171+458.8% | $4,755+390.2% |
| Participant deferral / active EE | $18,116 | $4,849+273.6% | $4,084+343.6% | $6,713+169.9% |
| Admin fee / account holder | $83 | $6,947-98.8% | $5,647-98.5% | $11,407-99.3% |