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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 | $256,384 | $97,732+162.3% | $83,831+205.8% | $135,380+89.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.94% | 1287.56%-1278.6pp | 850.99%-842.0pp | 519.81%-510.9pp |
| Employer contribution / active EE | $6,833 | $4,222+61.8% | $3,631+88.2% | $4,779+43.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |