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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 | $490,545 | $99,009+395.5% | $86,581+466.6% | $147,585+232.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.04% | 1312.70%-1299.7pp | 965.06%-952.0pp | 578.58%-565.5pp |
| Employer contribution / active EE | $10,899 | $3,132+248.0% | $2,840+283.8% | $4,876+123.5% |
| Participant deferral / active EE | $14,463 | $3,972+264.1% | $3,609+300.8% | $5,439+165.9% |
| Admin fee / account holder | $19 | $5,709-99.7% | $4,904-99.6% | $10,886-99.8% |