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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 | $632,303 | $169,336+273.4% | $129,384+388.7% | $145,884+333.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.20% | 14408.70%-14391.5pp | 9461.77%-9444.6pp | 551.85%-534.6pp |
| Employer contribution / active EE | $10,350 | $5,540+86.8% | $4,153+149.2% | $4,662+122.0% |
| Participant deferral / active EE | $15,250 | $4,985+205.9% | $4,166+266.1% | $6,690+128.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |