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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 | $602,141 | $72,426+731.4% | $67,560+791.3% | $145,897+312.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.35% | 7226.78%-7209.4pp | 3533.50%-3516.1pp | 552.29%-534.9pp |
| Employer contribution / active EE | $21,984 | $3,074+615.1% | $2,737+703.3% | $4,663+371.5% |
| Participant deferral / active EE | $26,744 | $4,785+458.9% | $4,004+567.9% | $6,689+299.8% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |