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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 | $308,215 | $102,635+200.3% | $86,209+257.5% | $139,456+121.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.31% | 1923.53%-1908.2pp | 1169.05%-1153.7pp | 373.45%-358.1pp |
| Employer contribution / active EE | $5,231 | $3,034+72.4% | $2,381+119.6% | $4,753+10.1% |
| Participant deferral / active EE | $13,680 | $4,677+192.5% | $3,986+243.2% | $6,711+103.8% |
| Admin fee / account holder | $0 | $8,661-100.0% | $6,853-100.0% | $11,407-100.0% |