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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 | $352,460 | $173,397+103.3% | $135,987+159.2% | $145,877+141.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 11.43% | 1166.18%-1154.7pp | 580.01%-568.6pp | 551.28%-539.9pp |
| Employer contribution / active EE | $8,106 | $5,281+53.5% | $4,214+92.4% | $4,663+73.8% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,691-100.0% |
| Admin fee / account holder | $20 | $9,663-99.8% | $6,716-99.7% | $13,402-99.9% |