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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 | $429,645 | $125,778+241.6% | $114,563+275.0% | $154,746+177.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.98% | 295.14%-273.2pp | 241.09%-219.1pp | 172.34%-150.4pp |
| Employer contribution / active EE | $19,490 | $2,806+594.6% | $2,592+651.9% | $4,379+345.1% |
| Participant deferral / active EE | $31,000 | $4,445+597.5% | $4,142+648.4% | $6,730+360.6% |
| Admin fee / account holder | $18 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |