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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 | $462,860 | $88,754+421.5% | $81,820+465.7% | $145,877+217.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.71% | 1031.77%-1012.1pp | 777.93%-758.2pp | 551.28%-531.6pp |
| Employer contribution / active EE | $2,700 | $3,085-12.5% | $2,915-7.4% | $4,663-42.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |