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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 | $471,178 | $169,356+178.2% | $129,406+264.1% | $145,897+223.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 13.90% | 14418.62%-14404.7pp | 9468.18%-9454.3pp | 552.29%-538.4pp |
| Employer contribution / active EE | $15,625 | $5,542+181.9% | $4,155+276.0% | $4,663+235.1% |
| Participant deferral / active EE | $15,250 | $4,987+205.8% | $4,167+265.9% | $6,689+128.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |