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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 | $520,176 | $169,356+207.1% | $129,406+302.0% | $145,897+256.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.96% | 14418.62%-14410.7pp | 9468.18%-9460.2pp | 552.29%-544.3pp |
| Employer contribution / active EE | $26,685 | $5,542+381.5% | $4,155+542.2% | $4,663+472.3% |
| Participant deferral / active EE | $18,250 | $4,987+266.0% | $4,167+337.9% | $6,689+172.8% |
| Admin fee / account holder | $20 | $9,915-99.8% | $7,689-99.7% | $13,390-99.9% |