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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 | $88,754+327.8% | $81,820+364.1% | $145,877+160.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.73% | 1031.77%-1018.0pp | 777.93%-764.2pp | 551.28%-537.6pp |
| Employer contribution / active EE | $14,973 | $3,085+385.3% | $2,915+413.6% | $4,663+221.1% |
| Participant deferral / active EE | $22,892 | $4,648+392.6% | $4,323+429.6% | $6,691+242.2% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |