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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 | $279,629 | $100,895+177.1% | $90,430+209.2% | $158,950+75.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 14.42% | 1725.54%-1711.1pp | 1293.73%-1279.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $13,232 | $3,689+258.7% | $3,262+305.6% | $4,762+177.9% |
| Participant deferral / active EE | $11,747 | $4,347+170.2% | $3,963+196.5% | $5,983+96.4% |
| Admin fee / account holder | $10 | $6,505-99.8% | $5,613-99.8% | $11,248-99.9% |