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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 | $964,547 | $176,120+447.7% | $159,487+504.8% | $167,553+475.7% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.58% | 331.95%-314.4pp | 263.71%-246.1pp | 478.89%-461.3pp |
| Employer contribution / active EE | $29,864 | $5,299+463.5% | $4,831+518.1% | $4,840+517.1% |
| Participant deferral / active EE | $23,045 | $7,752+197.3% | $7,354+213.4% | $6,343+263.3% |
| Admin fee / account holder | $8 | $12,561-99.9% | $10,804-99.9% | $12,316-99.9% |