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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 | $822,363 | $176,077+367.0% | $159,455+415.7% | $167,518+390.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.55% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $27,056 | $5,298+410.7% | $4,830+460.1% | $4,838+459.2% |
| Participant deferral / active EE | $15,786 | $7,751+103.7% | $7,353+114.7% | $6,342+148.9% |
| Admin fee / account holder | $48 | $12,556-99.6% | $10,800-99.6% | $12,312-99.6% |