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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 | $819,579 | $169,361+383.9% | $129,397+533.4% | $145,877+461.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.13% | 14395.54%-14377.4pp | 9453.98%-9435.8pp | 551.28%-533.1pp |
| Employer contribution / active EE | $22,036 | $5,542+297.6% | $4,154+430.4% | $4,663+372.6% |
| Participant deferral / active EE | $15,859 | $4,987+218.0% | $4,167+280.6% | $6,691+137.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |