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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 | $252,686 | $185,199+36.4% | $142,874+76.9% | $167,518+50.8% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 11.08% | 8556.90%-8545.8pp | 5638.58%-5627.5pp | 478.71%-467.6pp |
| Employer contribution / active EE | $12,867 | $5,606+129.5% | $4,145+210.4% | $4,838+165.9% |
| Participant deferral / active EE | $14,625 | $4,495+225.4% | $3,838+281.1% | $6,342+130.6% |
| Admin fee / account holder | $0 | $8,031-100.0% | $6,561-100.0% | $12,312-100.0% |