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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 | $429,105 | $135,645+216.3% | $110,243+289.2% | $135,380+217.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 142.82% | 513.24%-370.4pp | 314.76%-171.9pp | 519.81%-377.0pp |
| Employer contribution / active EE | $6,940 | $4,907+41.4% | $3,827+81.4% | $4,779+45.2% |
| Participant deferral / active EE | $18,500 | $5,507+235.9% | $4,672+296.0% | $5,609+229.8% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |