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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 | $267,542 | $156,927+70.5% | $121,169+120.8% | $139,456+91.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.55% | 1475.85%-1457.3pp | 986.71%-968.2pp | 373.45%-354.9pp |
| Employer contribution / active EE | $43,500 | $5,542+684.9% | $4,168+943.7% | $4,753+815.3% |
| Participant deferral / active EE | $22,500 | $4,848+364.1% | $4,083+451.1% | $6,711+235.3% |
| Admin fee / account holder | $15 | $6,946-99.8% | $5,645-99.7% | $11,407-99.9% |