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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 | $536,509 | $180,749+196.8% | $160,784+233.7% | $137,256+290.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 19.15% | 2234.46%-2215.3pp | 1803.92%-1784.8pp | 220.34%-201.2pp |
| Employer contribution / active EE | $8,625 | $4,155+107.6% | $3,733+131.1% | $4,156+107.5% |
| Participant deferral / active EE | $23,000 | $6,844+236.0% | $6,293+265.5% | $6,407+259.0% |
| Admin fee / account holder | $53 | $10,397-99.5% | $9,717-99.5% | $12,270-99.6% |