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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 | $334,338 | $100,911+231.3% | $90,440+269.7% | $158,966+110.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.46% | 1726.62%-1712.2pp | 1294.38%-1279.9pp | 302.95%-288.5pp |
| Employer contribution / active EE | $4,437 | $3,690+20.2% | $3,263+36.0% | $4,762-6.8% |
| Participant deferral / active EE | $11,503 | $4,348+164.5% | $3,964+190.2% | $5,983+92.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |