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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 | $348,155 | $169,356+105.6% | $129,406+169.0% | $145,897+138.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.21% | 14418.62%-14405.4pp | 9468.18%-9455.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $27,895 | $5,542+403.3% | $4,155+571.3% | $4,663+498.3% |
| Participant deferral / active EE | $11,500 | $4,987+130.6% | $4,167+176.0% | $6,689+71.9% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |