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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 | $383,804 | $121,677+215.4% | $104,625+266.8% | $158,966+141.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 9.45% | 465.58%-456.1pp | 340.60%-331.1pp | 302.95%-293.5pp |
| Employer contribution / active EE | $14,204 | $3,165+348.8% | $2,681+429.7% | $4,762+198.2% |
| Participant deferral / active EE | $8,971 | $4,175+114.9% | $3,738+140.0% | $5,983+49.9% |
| Admin fee / account holder | $40 | $7,777-99.5% | $6,465-99.4% | $11,250-99.6% |