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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 | $451,029 | $169,361+166.3% | $129,397+248.6% | $145,877+209.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.78% | 14395.54%-14383.8pp | 9453.98%-9442.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $46,750 | $5,542+743.6% | $4,154+1025.3% | $4,663+902.6% |
| Participant deferral / active EE | $26,000 | $4,987+421.3% | $4,167+523.9% | $6,691+288.6% |
| Admin fee / account holder | $214 | $9,903-97.8% | $7,679-97.2% | $13,402-98.4% |