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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 | $281,696 | $109,872+156.4% | $98,483+186.0% | $167,536+68.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 46.70% | 1959.31%-1912.6pp | 1494.38%-1447.7pp | 478.82%-432.1pp |
| Employer contribution / active EE | $5,255 | $3,225+62.9% | $2,961+77.5% | $4,839+8.6% |
| Participant deferral / active EE | $8,027 | $4,673+71.8% | $4,276+87.7% | $6,342+26.6% |
| Admin fee / account holder | $60 | $6,757-99.1% | $5,953-99.0% | $12,315-99.5% |