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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 | $428,584 | $72,426+491.8% | $67,560+534.4% | $145,897+193.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.49% | 7226.78%-7213.3pp | 3533.50%-3520.0pp | 552.29%-538.8pp |
| Employer contribution / active EE | $5,792 | $3,074+88.4% | $2,737+111.6% | $4,663+24.2% |
| Participant deferral / active EE | $33,472 | $4,785+599.5% | $4,004+736.0% | $6,689+400.4% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |