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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 | $424,970 | $209,847+102.5% | $189,520+124.2% | $167,518+153.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.76% | 748.45%-737.7pp | 555.25%-544.5pp | 478.71%-467.9pp |
| Employer contribution / active EE | $1,980 | $6,913-71.4% | $6,161-67.9% | $4,838-59.1% |
| Participant deferral / active EE | $13,000 | $8,934+45.5% | $8,220+58.1% | $6,342+105.0% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |