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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 | $319,103 | $88,778+259.4% | $81,844+289.9% | $145,884+118.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.07% | 1033.03%-1022.0pp | 778.87%-767.8pp | 551.85%-540.8pp |
| Employer contribution / active EE | $9,973 | $3,087+223.1% | $2,916+242.0% | $4,662+113.9% |
| Participant deferral / active EE | $11,820 | $4,648+154.3% | $4,323+173.4% | $6,690+76.7% |
| Admin fee / account holder | $63 | $8,430-99.3% | $7,355-99.1% | $13,392-99.5% |