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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 | $393,750 | $100,911+290.2% | $90,440+335.4% | $158,966+147.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 16.92% | 1726.62%-1709.7pp | 1294.38%-1277.5pp | 302.95%-286.0pp |
| Employer contribution / active EE | $2,539 | $3,690-31.2% | $3,263-22.2% | $4,762-46.7% |
| Participant deferral / active EE | $10,591 | $4,348+143.6% | $3,964+167.2% | $5,983+77.0% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |