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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 | $310,296 | $88,710+249.8% | $81,783+279.4% | $145,959+112.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.71% | 1027.26%-1016.5pp | 775.05%-764.3pp | 561.95%-551.2pp |
| Employer contribution / active EE | $11,542 | $3,083+274.3% | $2,913+296.3% | $4,661+147.6% |
| Participant deferral / active EE | $15,333 | $4,645+230.1% | $4,320+254.9% | $6,689+129.2% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,380-100.0% | $13,398-100.0% |