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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 | $346,829 | $100,895+243.8% | $90,430+283.5% | $158,950+118.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 7.32% | 1725.54%-1718.2pp | 1293.73%-1286.4pp | 302.91%-295.6pp |
| Employer contribution / active EE | $10,862 | $3,689+194.5% | $3,262+233.0% | $4,762+128.1% |
| Participant deferral / active EE | $17,180 | $4,347+295.2% | $3,963+333.6% | $5,983+187.2% |
| Admin fee / account holder | $25 | $6,505-99.6% | $5,613-99.5% | $11,248-99.8% |