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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 | $420,995 | $99,009+325.2% | $86,581+386.2% | $147,585+185.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.55% | 1312.70%-1299.2pp | 965.06%-951.5pp | 578.58%-565.0pp |
| Employer contribution / active EE | $10,384 | $3,132+231.5% | $2,840+265.7% | $4,876+112.9% |
| Participant deferral / active EE | $24,000 | $3,972+504.2% | $3,609+565.1% | $5,439+341.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |