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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 | $430,317 | $109,872+291.7% | $98,483+336.9% | $167,536+156.9% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 10.24% | 1959.31%-1949.1pp | 1494.38%-1484.1pp | 478.82%-468.6pp |
| Employer contribution / active EE | $7,594 | $3,225+135.5% | $2,961+156.5% | $4,839+56.9% |
| Participant deferral / active EE | $5,411 | $4,673+15.8% | $4,276+26.5% | $6,342-14.7% |
| Admin fee / account holder | $0 | $6,757-100.0% | $5,953-100.0% | $12,315-100.0% |