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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 | $599,937 | $109,905+445.9% | $98,506+509.0% | $167,553+258.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 19.33% | 1960.20%-1940.9pp | 1494.92%-1475.6pp | 478.89%-459.6pp |
| Employer contribution / active EE | $25,073 | $3,226+677.2% | $2,961+746.7% | $4,840+418.1% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,277-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $6,760-100.0% | $5,955-100.0% | $12,316-100.0% |