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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 | $422,277 | $159,978+164.0% | $147,041+187.2% | $145,978+189.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.14% | 98.36%-82.2pp | 419.21%-403.1pp | 550.52%-534.4pp |
| Employer contribution / active EE | $15,000 | $5,288+183.7% | $4,935+204.0% | $4,662+221.8% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $100 | $15,053-99.3% | $13,006-99.2% | $13,400-99.3% |