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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 | $499,280 | $169,336+194.8% | $129,384+285.9% | $145,884+242.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.32% | 14408.70%-14370.4pp | 9461.77%-9423.5pp | 551.85%-513.5pp |
| Employer contribution / active EE | $46,000 | $5,540+730.3% | $4,153+1007.6% | $4,662+886.6% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $73 | $9,912-99.3% | $7,686-99.0% | $13,392-99.5% |