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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 | $699,554 | $176,688+295.9% | $130,660+435.4% | $152,897+357.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 8.79% | 2693.08%-2684.3pp | 1709.29%-1700.5pp | 345.43%-336.6pp |
| Employer contribution / active EE | $11,600 | $5,743+102.0% | $4,092+183.5% | $4,764+143.5% |
| Participant deferral / active EE | $12,560 | $4,362+187.9% | $3,603+248.6% | $5,851+114.7% |
| Admin fee / account holder | $0 | $7,131-100.0% | $5,463-100.0% | $11,599-100.0% |