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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 | $395,988 | $175,259+125.9% | $149,723+164.5% | $139,487+183.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.82% | 166.82%-155.0pp | 134.50%-122.7pp | 373.84%-362.0pp |
| Employer contribution / active EE | $21,332 | $5,478+289.4% | $4,821+342.4% | $4,755+348.6% |
| Participant deferral / active EE | $0 | $6,522-100.0% | $5,682-100.0% | $6,713-100.0% |
| Admin fee / account holder | $258 | $16,158-98.4% | $13,215-98.0% | $11,407-97.7% |