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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 | $417,447 | $150,447+177.5% | $136,298+206.3% | $147,586+182.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.62% | 1049.15%-1038.5pp | 5156.27%-5145.7pp | 578.59%-568.0pp |
| Employer contribution / active EE | $1,652 | $5,256-68.6% | $4,696-64.8% | $4,876-66.1% |
| Participant deferral / active EE | $2,200 | $6,631-66.8% | $6,247-64.8% | $5,439-59.5% |
| Admin fee / account holder | $31 | $10,906-99.7% | $9,244-99.7% | $10,886-99.7% |