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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 | $362,979 | $156,927+131.3% | $121,169+199.6% | $139,456+160.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 17.65% | 1475.85%-1458.2pp | 986.71%-969.1pp | 373.45%-355.8pp |
| Employer contribution / active EE | $12,590 | $5,542+127.2% | $4,168+202.1% | $4,753+164.9% |
| Participant deferral / active EE | $18,750 | $4,848+286.7% | $4,083+359.3% | $6,711+179.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |