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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 | $723,376 | $234,190+208.9% | $180,320+301.2% | $198,609+264.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 13.05% | 1057.44%-1044.4pp | 778.54%-765.5pp | 202.70%-189.7pp |
| Employer contribution / active EE | $17,550 | $5,258+233.8% | $4,108+327.3% | $5,055+247.2% |
| Participant deferral / active EE | $0 | $4,988-100.0% | $4,304-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $12,558-100.0% | $10,000-100.0% | $19,030-100.0% |