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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 | $592,011 | $72,426+717.4% | $67,560+776.3% | $145,897+305.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.16% | 7226.78%-7213.6pp | 3533.50%-3520.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $20,000 | $4,785+318.0% | $4,004+399.5% | $6,689+199.0% |
| Admin fee / account holder | $139 | $5,514-97.5% | $3,994-96.5% | $13,390-99.0% |