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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 | $514,753 | $144,124+257.2% | $117,857+336.8% | $147,585+248.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.64% | 531.17%-516.5pp | 335.09%-320.4pp | 578.57%-563.9pp |
| Employer contribution / active EE | $25,249 | $4,897+415.6% | $3,786+566.9% | $4,876+417.8% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $191 | $10,886-98.2% | $8,020-97.6% | $10,885-98.2% |