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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 | $538,406 | $162,529+231.3% | $130,788+311.7% | $154,746+247.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 13.22% | 510.48%-497.3pp | 386.44%-373.2pp | 172.34%-159.1pp |
| Employer contribution / active EE | $21,000 | $4,447+372.2% | $3,558+490.2% | $4,379+379.6% |
| Participant deferral / active EE | $31,000 | $4,808+544.7% | $4,137+649.3% | $6,730+360.6% |
| Admin fee / account holder | $35 | $7,669-99.6% | $6,673-99.5% | $14,365-99.8% |