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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 | $102,663+208.8% | $86,216+267.7% | $139,466+127.3% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 37.17% | 1924.52%-1887.3pp | 1169.42%-1132.2pp | 373.66%-336.5pp |
| Employer contribution / active EE | $27,466 | $3,035+805.1% | $2,382+1053.3% | $4,754+477.7% |
| Participant deferral / active EE | $11,250 | $4,677+140.5% | $3,986+182.2% | $6,712+67.6% |
| Admin fee / account holder | $18 | $8,663-99.8% | $6,853-99.7% | $11,409-99.8% |