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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 | $88,702+259.7% | $81,780+290.2% | $145,978+118.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.07% | 1029.12%-1018.1pp | 776.27%-765.2pp | 550.52%-539.4pp |
| Employer contribution / active EE | $9,973 | $3,084+223.3% | $2,914+242.3% | $4,662+113.9% |
| Participant deferral / active EE | $11,820 | $4,645+154.5% | $4,321+173.6% | $6,690+76.7% |
| Admin fee / account holder | $63 | $8,414-99.3% | $7,384-99.2% | $13,400-99.5% |