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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 | $440,221 | $156,963+180.5% | $121,204+263.2% | $139,466+215.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.12% | 1476.75%-1463.6pp | 987.18%-974.1pp | 373.66%-360.5pp |
| Employer contribution / active EE | $23,642 | $5,544+326.4% | $4,170+467.0% | $4,754+397.3% |
| Participant deferral / active EE | $17,831 | $4,848+267.8% | $4,083+336.7% | $6,712+165.7% |
| Admin fee / account holder | $20 | $6,953-99.7% | $5,651-99.6% | $11,409-99.8% |