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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 | $169,161+207.5% | $129,295+302.3% | $145,959+256.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.96% | 14348.07%-14340.1pp | 9429.28%-9421.3pp | 561.95%-554.0pp |
| Employer contribution / active EE | $26,685 | $5,543+381.4% | $4,157+541.9% | $4,661+472.5% |
| Participant deferral / active EE | $18,250 | $4,989+265.8% | $4,169+337.7% | $6,689+172.9% |
| Admin fee / account holder | $20 | $9,878-99.8% | $7,665-99.7% | $13,398-99.9% |