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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 | $866,627 | $234,190+270.1% | $180,320+380.6% | $198,609+336.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 3.62% | 1057.44%-1053.8pp | 778.54%-774.9pp | 202.70%-199.1pp |
| Employer contribution / active EE | $20,200 | $5,258+284.2% | $4,108+391.8% | $5,055+299.6% |
| Participant deferral / active EE | $14,537 | $4,988+191.4% | $4,304+237.7% | $6,977+108.4% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |