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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 | $342,298 | $76,368+348.2% | $67,681+405.7% | $154,746+121.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 21.36% | 1066.77%-1045.4pp | 590.58%-569.2pp | 172.34%-151.0pp |
| Employer contribution / active EE | $36,019 | $3,151+1043.0% | $2,678+1244.8% | $4,379+722.5% |
| Participant deferral / active EE | $15,000 | $4,824+211.0% | $3,976+277.3% | $6,730+122.9% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |