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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 | $437,076 | $169,336+158.1% | $129,384+237.8% | $145,884+199.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.37% | 14408.70%-14397.3pp | 9461.77%-9450.4pp | 551.85%-540.5pp |
| Employer contribution / active EE | $13,818 | $5,540+149.4% | $4,153+232.7% | $4,662+196.4% |
| Participant deferral / active EE | $19,000 | $4,985+281.1% | $4,166+356.1% | $6,690+184.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |