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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 | $339,179 | $88,702+282.4% | $81,780+314.7% | $145,978+132.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.62% | 1029.12%-1016.5pp | 776.27%-763.6pp | 550.52%-537.9pp |
| Employer contribution / active EE | $6,966 | $3,084+125.8% | $2,914+139.0% | $4,662+49.4% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $20 | $8,414-99.8% | $7,384-99.7% | $13,400-99.9% |