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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 | $375,444 | $88,778+322.9% | $81,844+358.7% | $145,884+157.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.23% | 1033.03%-1022.8pp | 778.87%-768.6pp | 551.85%-541.6pp |
| Employer contribution / active EE | $34,500 | $3,087+1017.6% | $2,916+1083.0% | $4,662+640.0% |
| Participant deferral / active EE | $29,467 | $4,648+533.9% | $4,323+581.5% | $6,690+340.5% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |