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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 | $393,681 | $100,895+290.2% | $90,430+335.3% | $158,950+147.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.05% | 1725.54%-1709.5pp | 1293.73%-1277.7pp | 302.91%-286.9pp |
| Employer contribution / active EE | $21,599 | $3,689+485.5% | $3,262+562.2% | $4,762+353.6% |
| Participant deferral / active EE | $9,750 | $4,347+124.3% | $3,963+146.0% | $5,983+63.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |