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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 | $419,259 | $198,457+111.3% | $170,435+146.0% | $147,586+184.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 0.00% | 257.30%-257.3pp | 205.94%-205.9pp | 578.59%-578.6pp |
| Employer contribution / active EE | $24,899 | $6,183+302.7% | $5,432+358.3% | $4,876+410.6% |
| Participant deferral / active EE | $18,761 | $5,629+233.3% | $4,939+279.8% | $5,439+244.9% |
| Admin fee / account holder | $292 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |