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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 | $268,789 | $169,336+58.7% | $129,384+107.7% | $145,884+84.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 24.05% | 14408.70%-14384.7pp | 9461.77%-9437.7pp | 551.85%-527.8pp |
| Employer contribution / active EE | $20,700 | $5,540+273.7% | $4,153+398.4% | $4,662+344.0% |
| Participant deferral / active EE | $23,000 | $4,985+361.4% | $4,166+452.1% | $6,690+243.8% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |