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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 | $498,495 | $109,872+353.7% | $98,483+406.2% | $167,536+197.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.46% | 1959.31%-1935.8pp | 1494.38%-1470.9pp | 478.82%-455.4pp |
| Employer contribution / active EE | $13,922 | $3,225+331.7% | $2,961+370.2% | $4,839+187.7% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |