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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 | $281,554 | $97,732+188.1% | $83,831+235.9% | $135,380+108.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 22.03% | 1287.56%-1265.5pp | 850.99%-829.0pp | 519.81%-497.8pp |
| Employer contribution / active EE | $14,199 | $4,222+236.3% | $3,631+291.0% | $4,779+197.1% |
| Participant deferral / active EE | $11,190 | $4,683+139.0% | $4,082+174.1% | $5,609+99.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |