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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 | $459,695 | $88,710+418.2% | $81,783+462.1% | $145,959+214.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.24% | 1027.26%-1013.0pp | 775.05%-760.8pp | 561.95%-547.7pp |
| Employer contribution / active EE | $14,873 | $3,083+382.4% | $2,913+410.6% | $4,661+219.1% |
| Participant deferral / active EE | $14,952 | $4,645+221.9% | $4,320+246.1% | $6,689+123.5% |
| Admin fee / account holder | $60 | $8,407-99.3% | $7,380-99.2% | $13,398-99.6% |