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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 | $520,176 | $169,361+207.1% | $129,397+302.0% | $145,877+256.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 7.96% | 14395.54%-14387.6pp | 9453.98%-9446.0pp | 551.28%-543.3pp |
| Employer contribution / active EE | $26,685 | $5,542+381.5% | $4,154+542.3% | $4,663+472.3% |
| Participant deferral / active EE | $18,250 | $4,987+265.9% | $4,167+337.9% | $6,691+172.8% |
| Admin fee / account holder | $20 | $9,903-99.8% | $7,679-99.7% | $13,402-99.9% |