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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 | $722,390 | $96,388+649.5% | $80,627+796.0% | $139,466+418.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 67.0%+33.0pp | 80.3%+19.7pp |
| Annual return | 15.04% | 1352.08%-1337.0pp | 936.76%-921.7pp | 373.66%-358.6pp |
| Employer contribution / active EE | $7,519 | $3,260+130.6% | $2,723+176.1% | $4,754+58.2% |
| Participant deferral / active EE | $26,250 | $5,224+402.4% | $4,443+490.8% | $6,712+291.1% |
| Admin fee / account holder | $0 | $6,603-100.0% | $5,381-100.0% | $11,409-100.0% |