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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 | $552,190 | $144,130+283.1% | $117,861+368.5% | $147,586+274.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.25% | 531.20%-516.9pp | 335.11%-320.9pp | 578.59%-564.3pp |
| Employer contribution / active EE | $22,842 | $4,897+366.4% | $3,786+503.3% | $4,876+368.4% |
| Participant deferral / active EE | $12,000 | $5,316+125.7% | $4,482+167.7% | $5,439+120.6% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |