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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 | $270,579 | $169,356+59.8% | $129,406+109.1% | $145,897+85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.09% | 14418.62%-14407.5pp | 9468.18%-9457.1pp | 552.29%-541.2pp |
| Employer contribution / active EE | $7,000 | $5,542+26.3% | $4,155+68.5% | $4,663+50.1% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |