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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 | $704,246 | $180,749+289.6% | $160,784+338.0% | $137,256+413.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 17.04% | 2234.46%-2217.4pp | 1803.92%-1786.9pp | 220.34%-203.3pp |
| Employer contribution / active EE | $27,404 | $4,155+559.5% | $3,733+634.1% | $4,156+559.4% |
| Participant deferral / active EE | $21,500 | $6,844+214.1% | $6,293+241.7% | $6,407+235.6% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |