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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 | $339,161 | $109,905+208.6% | $98,506+244.3% | $167,553+102.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 11.83% | 1960.20%-1948.4pp | 1494.92%-1483.1pp | 478.89%-467.1pp |
| Employer contribution / active EE | $27,485 | $3,226+752.0% | $2,961+828.2% | $4,840+467.9% |
| Participant deferral / active EE | $26,000 | $4,674+456.3% | $4,277+507.9% | $6,343+309.9% |
| Admin fee / account holder | $68 | $6,760-99.0% | $5,955-98.9% | $12,316-99.4% |