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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 | $466,591 | $88,815+425.4% | $81,882+469.8% | $145,897+219.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.51% | 1033.75%-1013.2pp | 779.47%-759.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $10,056 | $3,086+225.8% | $2,916+244.9% | $4,663+115.7% |
| Participant deferral / active EE | $17,737 | $4,647+281.7% | $4,323+310.3% | $6,689+165.2% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |