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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 | $253,486 | $100,911+151.2% | $90,440+180.3% | $158,966+59.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 19.27% | 1726.62%-1707.3pp | 1294.38%-1275.1pp | 302.95%-283.7pp |
| Employer contribution / active EE | $22,240 | $3,690+502.7% | $3,263+581.6% | $4,762+367.0% |
| Participant deferral / active EE | $11,147 | $4,348+156.3% | $3,964+181.2% | $5,983+86.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |