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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 | $317,159 | $156,963+102.1% | $121,204+161.7% | $139,466+127.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.91% | 1476.75%-1460.8pp | 987.18%-971.3pp | 373.66%-357.8pp |
| Employer contribution / active EE | $15,014 | $5,544+170.8% | $4,170+260.1% | $4,754+215.8% |
| Participant deferral / active EE | $16,875 | $4,848+248.1% | $4,083+313.3% | $6,712+151.4% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |