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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 | $399,462 | $90,489+341.4% | $76,051+425.3% | $145,978+173.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.43% | 622.78%-600.4pp | 360.42%-338.0pp | 550.52%-528.1pp |
| Employer contribution / active EE | $20,625 | $3,319+521.3% | $2,690+666.8% | $4,662+342.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,374-100.0% | $6,416-100.0% | $13,400-100.0% |