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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 | $296,439 | $99,011+199.4% | $86,582+242.4% | $147,586+100.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 19.86% | 1312.75%-1292.9pp | 965.08%-945.2pp | 578.59%-558.7pp |
| Employer contribution / active EE | $10,400 | $3,132+232.0% | $2,839+266.3% | $4,876+113.3% |
| Participant deferral / active EE | $4,700 | $3,972+18.3% | $3,609+30.2% | $5,439-13.6% |
| Admin fee / account holder | $5 | $5,709-99.9% | $4,904-99.9% | $10,886-100.0% |