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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 | $608,318 | $149,040+308.2% | $120,225+406.0% | $137,256+343.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 17.69% | 605.68%-588.0pp | 439.23%-421.5pp | 220.34%-202.6pp |
| Employer contribution / active EE | $20,631 | $4,350+374.3% | $3,475+493.6% | $4,156+396.4% |
| Participant deferral / active EE | $17,037 | $4,655+266.0% | $3,999+326.1% | $6,407+165.9% |
| Admin fee / account holder | $104 | $6,348-98.4% | $5,696-98.2% | $12,270-99.2% |