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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 | $422,371 | $88,815+375.6% | $81,882+415.8% | $145,897+189.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 27.71% | 1033.75%-1006.0pp | 779.47%-751.8pp | 552.29%-524.6pp |
| Employer contribution / active EE | $31,250 | $3,086+912.5% | $2,916+971.7% | $4,663+570.2% |
| Participant deferral / active EE | $0 | $4,647-100.0% | $4,323-100.0% | $6,689-100.0% |
| Admin fee / account holder | $191 | $8,434-97.7% | $7,360-97.4% | $13,390-98.6% |