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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 | $287,521 | $99,011+190.4% | $86,582+232.1% | $147,586+94.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.65% | 1312.75%-1299.1pp | 965.08%-951.4pp | 578.59%-564.9pp |
| Employer contribution / active EE | $7,044 | $3,132+124.9% | $2,839+148.1% | $4,876+44.5% |
| Participant deferral / active EE | $12,924 | $3,972+225.3% | $3,609+258.1% | $5,439+137.6% |
| Admin fee / account holder | $68 | $5,709-98.8% | $4,904-98.6% | $10,886-99.4% |