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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 | $307,372 | $81,668+276.4% | $58,507+425.4% | $139,487+120.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 11.70% | 7430.07%-7418.4pp | 4252.32%-4240.6pp | 373.84%-362.1pp |
| Employer contribution / active EE | $2,829 | $1,398+102.4% | $1,053+168.6% | $4,755-40.5% |
| Participant deferral / active EE | $10,637 | $2,554+316.6% | $1,922+453.3% | $6,713+58.5% |
| Admin fee / account holder | $0 | $3,212-100.0% | $2,486-100.0% | $11,407-100.0% |