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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 | $88,754+417.9% | $81,820+461.8% | $145,877+215.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.24% | 1031.77%-1017.5pp | 777.93%-763.7pp | 551.28%-537.0pp |
| Employer contribution / active EE | $14,873 | $3,085+382.0% | $2,915+410.2% | $4,663+219.0% |
| Participant deferral / active EE | $14,952 | $4,648+221.7% | $4,323+245.9% | $6,691+123.5% |
| Admin fee / account holder | $60 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |