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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 | $308,743 | $72,446+326.2% | $67,561+357.0% | $145,877+111.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.38% | 7211.98%-7201.6pp | 3525.44%-3515.1pp | 551.28%-540.9pp |
| Employer contribution / active EE | $19,654 | $3,072+539.7% | $2,735+618.7% | $4,663+321.5% |
| Participant deferral / active EE | $30,500 | $4,785+537.5% | $4,003+661.9% | $6,691+355.9% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |