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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 | $644,030 | $99,009+550.5% | $86,581+643.8% | $147,585+336.4% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 12.07% | 1312.70%-1300.6pp | 965.06%-953.0pp | 578.58%-566.5pp |
| Employer contribution / active EE | $9,967 | $3,132+218.2% | $2,840+251.0% | $4,876+104.4% |
| Participant deferral / active EE | $16,984 | $3,972+327.5% | $3,609+370.6% | $5,439+212.3% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |