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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 | $379,707 | $88,815+327.5% | $81,882+363.7% | $145,897+160.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.73% | 1033.75%-1020.0pp | 779.47%-765.7pp | 552.29%-538.6pp |
| Employer contribution / active EE | $14,973 | $3,086+385.1% | $2,916+413.5% | $4,663+221.1% |
| Participant deferral / active EE | $22,892 | $4,647+392.6% | $4,323+429.5% | $6,689+242.2% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |