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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 | $551,326 | $169,336+225.6% | $129,384+326.1% | $145,884+277.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 25.03% | 14408.70%-14383.7pp | 9461.77%-9436.7pp | 551.85%-526.8pp |
| Employer contribution / active EE | $1,712 | $5,540-69.1% | $4,153-58.8% | $4,662-63.3% |
| Participant deferral / active EE | $2,947 | $4,985-40.9% | $4,166-29.3% | $6,690-56.0% |
| Admin fee / account holder | $20 | $9,912-99.8% | $7,686-99.7% | $13,392-99.9% |