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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 | $88,815+417.6% | $81,882+461.4% | $145,897+215.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.24% | 1033.75%-1019.5pp | 779.47%-765.2pp | 552.29%-538.1pp |
| Employer contribution / active EE | $14,873 | $3,086+381.9% | $2,916+410.0% | $4,663+219.0% |
| Participant deferral / active EE | $14,952 | $4,647+221.7% | $4,323+245.9% | $6,689+123.5% |
| Admin fee / account holder | $60 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |