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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 | $589,458 | $169,356+248.1% | $129,406+355.5% | $145,897+304.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 9.79% | 14418.62%-14408.8pp | 9468.18%-9458.4pp | 552.29%-542.5pp |
| Employer contribution / active EE | $36,871 | $5,542+565.3% | $4,155+787.3% | $4,663+690.8% |
| Participant deferral / active EE | $21,633 | $4,987+333.8% | $4,167+419.1% | $6,689+223.4% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |