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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 | $628,588 | $99,011+534.9% | $86,582+626.0% | $147,586+325.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.26% | 1312.75%-1292.5pp | 965.08%-944.8pp | 578.59%-558.3pp |
| Employer contribution / active EE | $21,847 | $3,132+597.5% | $2,839+669.4% | $4,876+348.0% |
| Participant deferral / active EE | $14,000 | $3,972+252.4% | $3,609+288.0% | $5,439+157.4% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |