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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 | $352,460 | $173,340+103.3% | $136,007+159.1% | $145,959+141.5% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.43% | 1163.32%-1151.9pp | 579.32%-567.9pp | 561.95%-550.5pp |
| Employer contribution / active EE | $8,106 | $5,275+53.7% | $4,215+92.3% | $4,661+73.9% |
| Participant deferral / active EE | $0 | $8,699-100.0% | $7,024-100.0% | $6,689-100.0% |
| Admin fee / account holder | $20 | $9,954-99.8% | $6,858-99.7% | $13,398-99.9% |