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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 | $380,363 | $88,710+328.8% | $81,783+365.1% | $145,959+160.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.32% | 1027.26%-1014.9pp | 775.05%-762.7pp | 561.95%-549.6pp |
| Employer contribution / active EE | $5,751 | $3,083+86.5% | $2,913+97.5% | $4,661+23.4% |
| Participant deferral / active EE | $6,763 | $4,645+45.6% | $4,320+56.5% | $6,689+1.1% |
| Admin fee / account holder | $34 | $8,407-99.6% | $7,380-99.5% | $13,398-99.7% |