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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 | $437,076 | $169,161+158.4% | $129,295+238.0% | $145,959+199.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.37% | 14348.07%-14336.7pp | 9429.28%-9417.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $13,818 | $5,543+149.3% | $4,157+232.4% | $4,661+196.5% |
| Participant deferral / active EE | $19,000 | $4,989+280.8% | $4,169+355.7% | $6,689+184.1% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |