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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 | $362,614 | $176,120+105.9% | $159,487+127.4% | $167,553+116.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.74% | 331.95%-320.2pp | 263.71%-252.0pp | 478.89%-467.2pp |
| Employer contribution / active EE | $27,000 | $5,299+409.5% | $4,831+458.9% | $4,840+457.9% |
| Participant deferral / active EE | $13,780 | $7,752+77.8% | $7,354+87.4% | $6,343+117.3% |
| Admin fee / account holder | $20 | $12,561-99.8% | $10,804-99.8% | $12,316-99.8% |