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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 | $379,492 | $109,967+245.1% | $97,197+290.4% | $145,877+160.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 57.56% | 244.27%-186.7pp | 75.47%-17.9pp | 551.28%-493.7pp |
| Employer contribution / active EE | $17,627 | $3,077+472.9% | $2,723+547.4% | $4,663+278.0% |
| Participant deferral / active EE | $17,833 | $4,676+281.4% | $4,263+318.3% | $6,691+166.5% |
| Admin fee / account holder | $0 | $6,199-100.0% | $5,637-100.0% | $13,402-100.0% |