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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 | $348,211 | $97,729+256.3% | $83,830+315.4% | $135,379+157.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 12.28% | 1287.52%-1275.2pp | 850.97%-838.7pp | 519.79%-507.5pp |
| Employer contribution / active EE | $12,924 | $4,222+206.1% | $3,631+255.9% | $4,779+170.4% |
| Participant deferral / active EE | $4,100 | $4,683-12.4% | $4,082+0.4% | $5,609-26.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |