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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 | $414,487 | $156,970+164.1% | $121,210+242.0% | $139,487+197.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 20.98% | 1477.10%-1456.1pp | 987.41%-966.4pp | 373.84%-352.9pp |
| Employer contribution / active EE | $7,063 | $5,546+27.4% | $4,171+69.4% | $4,755+48.6% |
| Participant deferral / active EE | $14,127 | $4,849+191.3% | $4,084+245.9% | $6,713+110.5% |
| Admin fee / account holder | $4 | $6,947-99.9% | $5,647-99.9% | $11,407-100.0% |