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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 | $400,910 | $88,754+351.7% | $81,820+390.0% | $145,877+174.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 28.62% | 1031.77%-1003.1pp | 777.93%-749.3pp | 551.28%-522.7pp |
| Employer contribution / active EE | $6,960 | $3,085+125.6% | $2,915+138.8% | $4,663+49.3% |
| Participant deferral / active EE | $23,000 | $4,648+394.9% | $4,323+432.1% | $6,691+243.8% |
| Admin fee / account holder | $120 | $8,424-98.6% | $7,391-98.4% | $13,402-99.1% |