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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 | $347,744 | $90,691+283.4% | $76,119+356.8% | $145,884+138.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.35% | 624.52%-610.2pp | 361.25%-346.9pp | 551.85%-537.5pp |
| Employer contribution / active EE | $11,497 | $3,329+245.4% | $2,693+327.0% | $4,662+146.6% |
| Participant deferral / active EE | $6,018 | $5,167+16.5% | $4,259+41.3% | $6,690-10.0% |
| Admin fee / account holder | $217 | $8,383-97.4% | $6,421-96.6% | $13,392-98.4% |