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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 | $88,710+259.7% | $81,783+290.2% | $145,959+118.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.07% | 1027.26%-1016.2pp | 775.05%-764.0pp | 561.95%-550.9pp |
| Employer contribution / active EE | $9,973 | $3,083+223.5% | $2,913+242.4% | $4,661+114.0% |
| Participant deferral / active EE | $11,820 | $4,645+154.5% | $4,320+173.6% | $6,689+76.7% |
| Admin fee / account holder | $63 | $8,407-99.3% | $7,380-99.2% | $13,398-99.5% |