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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 | $609,414 | $198,461+207.1% | $170,436+257.6% | $147,585+312.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.34% | 257.30%-236.0pp | 205.94%-184.6pp | 578.57%-557.2pp |
| Employer contribution / active EE | $36,000 | $6,184+482.2% | $5,433+562.7% | $4,876+638.3% |
| Participant deferral / active EE | $22,000 | $5,629+290.8% | $4,939+345.4% | $5,439+304.5% |
| Admin fee / account holder | $5 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |