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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 | $484,865 | $169,361+186.3% | $129,397+274.7% | $145,877+232.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.88% | 14395.54%-14382.7pp | 9453.98%-9441.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $19,026 | $5,542+243.3% | $4,154+358.0% | $4,663+308.0% |
| Participant deferral / active EE | $16,472 | $4,987+230.3% | $4,167+295.3% | $6,691+146.2% |
| Admin fee / account holder | $131 | $9,903-98.7% | $7,679-98.3% | $13,402-99.0% |