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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 | $554,747 | $100,938+449.6% | $90,461+513.2% | $158,982+248.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.20% | 1727.20%-1705.0pp | 1294.76%-1272.6pp | 302.99%-280.8pp |
| Employer contribution / active EE | $19,980 | $3,691+441.2% | $3,264+512.1% | $4,763+319.5% |
| Participant deferral / active EE | $13,717 | $4,350+215.4% | $3,964+246.0% | $5,983+129.3% |
| Admin fee / account holder | $62 | $6,510-99.0% | $5,617-98.9% | $11,252-99.4% |