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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 | $429,350 | $160,059+168.2% | $140,019+206.6% | $135,379+217.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 1.85% | 911.44%-909.6pp | 651.15%-649.3pp | 519.79%-517.9pp |
| Employer contribution / active EE | $20,793 | $6,420+223.9% | $5,605+270.9% | $4,779+335.1% |
| Participant deferral / active EE | $12,803 | $7,641+67.6% | $6,927+84.8% | $5,609+128.3% |
| Admin fee / account holder | $203 | $13,328-98.5% | $10,705-98.1% | $10,828-98.1% |