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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 | $552,203 | $88,815+521.7% | $81,882+574.4% | $145,897+278.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.03% | 1033.75%-1021.7pp | 779.47%-767.4pp | 552.29%-540.3pp |
| Employer contribution / active EE | $12,149 | $3,086+293.6% | $2,916+316.6% | $4,663+160.6% |
| Participant deferral / active EE | $19,346 | $4,647+316.3% | $4,323+347.5% | $6,689+189.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |