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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 | $257,512 | $90,691+183.9% | $76,119+238.3% | $145,884+76.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 33.56% | 624.52%-591.0pp | 361.25%-327.7pp | 551.85%-518.3pp |
| Employer contribution / active EE | $46,000 | $3,329+1281.9% | $2,693+1608.4% | $4,662+886.6% |
| Participant deferral / active EE | $30,250 | $5,167+485.4% | $4,259+610.2% | $6,690+352.2% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |