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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 | $878,021 | $129,737+576.8% | $119,126+637.1% | $154,746+467.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.98% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $15,963 | $4,375+264.9% | $4,034+295.8% | $4,379+264.5% |
| Participant deferral / active EE | $2,245 | $5,842-61.6% | $5,318-57.8% | $6,730-66.6% |
| Admin fee / account holder | $6 | $11,961-99.9% | $10,693-99.9% | $14,365-100.0% |