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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 | $262,753 | $100,938+160.3% | $90,461+190.5% | $158,982+65.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.38% | 1727.20%-1707.8pp | 1294.76%-1275.4pp | 302.99%-283.6pp |
| Employer contribution / active EE | $15,201 | $3,691+311.8% | $3,264+365.7% | $4,763+219.1% |
| Participant deferral / active EE | $13,127 | $4,350+201.8% | $3,964+231.1% | $5,983+119.4% |
| Admin fee / account holder | $0 | $6,510-100.0% | $5,617-100.0% | $11,252-100.0% |