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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 | $560,086 | $169,161+231.1% | $129,295+333.2% | $145,959+283.7% |
| Participation rate | 72.7% | 76.5%-3.7pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 12.67% | 14348.07%-14335.4pp | 9429.28%-9416.6pp | 561.95%-549.3pp |
| Employer contribution / active EE | $23,131 | $5,543+317.3% | $4,157+456.4% | $4,661+396.3% |
| Participant deferral / active EE | $18,277 | $4,989+266.3% | $4,169+338.4% | $6,689+173.3% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |