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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 | $169,356+230.7% | $129,406+332.8% | $145,897+283.9% |
| Participation rate | 72.7% | 76.5%-3.8pp | 69.6%+3.1pp | 80.3%-7.6pp |
| Annual return | 12.67% | 14418.62%-14405.9pp | 9468.18%-9455.5pp | 552.29%-539.6pp |
| Employer contribution / active EE | $23,131 | $5,542+317.4% | $4,155+456.7% | $4,663+396.1% |
| Participant deferral / active EE | $18,277 | $4,987+266.5% | $4,167+338.6% | $6,689+173.2% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |