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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 | $476,278 | $154,209+208.9% | $130,062+266.2% | $139,487+241.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 120.12% | 32.52%+87.6pp | -137.37%+257.5pp | 373.84%-253.7pp |
| Employer contribution / active EE | $66,000 | $5,292+1147.1% | $4,322+1427.0% | $4,755+1288.1% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,821-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |