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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 | $448,894 | $109,905+308.4% | $98,506+355.7% | $167,553+167.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 16.43% | 1960.20%-1943.8pp | 1494.92%-1478.5pp | 478.89%-462.5pp |
| Employer contribution / active EE | $14,549 | $3,226+351.0% | $2,961+391.3% | $4,840+200.6% |
| Participant deferral / active EE | $15,450 | $4,674+230.6% | $4,277+261.2% | $6,343+143.6% |
| Admin fee / account holder | $56 | $6,760-99.2% | $5,955-99.1% | $12,316-99.5% |