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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 | $269,690 | $96,388+179.8% | $80,627+234.5% | $139,466+93.4% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 23.72% | 1352.08%-1328.4pp | 936.76%-913.0pp | 373.66%-349.9pp |
| Employer contribution / active EE | $19,700 | $3,260+504.3% | $2,723+623.6% | $4,754+314.4% |
| Participant deferral / active EE | $28,125 | $5,224+438.3% | $4,443+533.0% | $6,712+319.0% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |