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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 | $483,600 | $156,927+208.2% | $121,169+299.1% | $139,456+246.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.93% | 1475.85%-1461.9pp | 986.71%-972.8pp | 373.45%-359.5pp |
| Employer contribution / active EE | $35,188 | $5,542+535.0% | $4,168+744.3% | $4,753+640.4% |
| Participant deferral / active EE | $21,300 | $4,848+339.3% | $4,083+421.7% | $6,711+217.4% |
| Admin fee / account holder | $0 | $6,946-100.0% | $5,645-100.0% | $11,407-100.0% |