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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 | $1,639,048 | $97,761+1576.6% | $83,850+1854.7% | $135,382+1110.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 29.76% | 1287.44%-1257.7pp | 850.92%-821.2pp | 519.77%-490.0pp |
| Employer contribution / active EE | $2,477 | $4,222-41.3% | $3,631-31.8% | $4,779-48.2% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |