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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 | $559,185 | $169,361+230.2% | $129,397+332.1% | $145,877+283.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.56% | 14395.54%-14379.0pp | 9453.98%-9437.4pp | 551.28%-534.7pp |
| Employer contribution / active EE | $24,593 | $5,542+343.8% | $4,154+492.0% | $4,663+427.4% |
| Participant deferral / active EE | $18,535 | $4,987+271.6% | $4,167+344.8% | $6,691+177.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |