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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 | $384,189 | $88,702+333.1% | $81,780+369.8% | $145,978+163.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.09% | 1029.12%-1009.0pp | 776.27%-756.2pp | 550.52%-530.4pp |
| Employer contribution / active EE | $17,000 | $3,084+451.2% | $2,914+483.4% | $4,662+264.7% |
| Participant deferral / active EE | $23,000 | $4,645+395.1% | $4,321+432.3% | $6,690+243.8% |
| Admin fee / account holder | $80 | $8,414-99.0% | $7,384-98.9% | $13,400-99.4% |