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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 | $324,272 | $177,353+82.8% | $158,226+104.9% | $198,609+63.3% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 2.89% | 599.50%-596.6pp | 501.41%-498.5pp | 202.70%-199.8pp |
| Employer contribution / active EE | $15,000 | $3,239+363.1% | $2,986+402.4% | $5,055+196.7% |
| Participant deferral / active EE | $0 | $4,615-100.0% | $4,317-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |