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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 | $522,421 | $177,353+194.6% | $158,226+230.2% | $198,609+163.0% |
| Participation rate | 100.0% | 77.0%+23.0pp | 74.8%+25.2pp | 82.4%+17.6pp |
| Annual return | 27.33% | 599.50%-572.2pp | 501.41%-474.1pp | 202.70%-175.4pp |
| Employer contribution / active EE | $21,057 | $3,239+550.2% | $2,986+605.3% | $5,055+316.5% |
| Participant deferral / active EE | $18,167 | $4,615+293.6% | $4,317+320.8% | $6,977+160.4% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |