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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 | $470,560 | $88,778+430.0% | $81,844+475.0% | $145,884+222.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 16.90% | 1033.03%-1016.1pp | 778.87%-762.0pp | 551.85%-534.9pp |
| Employer contribution / active EE | $11,221 | $3,087+263.5% | $2,916+284.8% | $4,662+140.7% |
| Participant deferral / active EE | $14,462 | $4,648+211.1% | $4,323+234.5% | $6,690+116.2% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |