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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 | $317,043 | $102,635+208.9% | $86,209+267.8% | $139,456+127.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 37.17% | 1923.53%-1886.4pp | 1169.05%-1131.9pp | 373.45%-336.3pp |
| Employer contribution / active EE | $27,466 | $3,034+805.2% | $2,381+1053.4% | $4,753+477.9% |
| Participant deferral / active EE | $11,250 | $4,677+140.5% | $3,986+182.2% | $6,711+67.6% |
| Admin fee / account holder | $18 | $8,661-99.8% | $6,853-99.7% | $11,407-99.8% |