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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 | $308,621 | $88,778+247.6% | $81,844+277.1% | $145,884+111.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.89% | 1033.03%-1019.1pp | 778.87%-765.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $25,589 | $3,087+728.9% | $2,916+777.4% | $4,662+448.9% |
| Participant deferral / active EE | $11,492 | $4,648+147.2% | $4,323+165.8% | $6,690+71.8% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |