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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 | $409,859 | $99,011+314.0% | $86,582+373.4% | $147,586+177.7% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 35.54% | 1312.75%-1277.2pp | 965.08%-929.5pp | 578.59%-543.1pp |
| Employer contribution / active EE | $6,124 | $3,132+95.5% | $2,839+115.7% | $4,876+25.6% |
| Participant deferral / active EE | $11,328 | $3,972+185.2% | $3,609+213.9% | $5,439+108.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |