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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 | $268,493 | $99,011+171.2% | $86,582+210.1% | $147,586+81.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.78% | 1312.75%-1296.0pp | 965.08%-948.3pp | 578.59%-561.8pp |
| Employer contribution / active EE | $7,926 | $3,132+153.1% | $2,839+179.1% | $4,876+62.5% |
| Participant deferral / active EE | $5,876 | $3,972+47.9% | $3,609+62.8% | $5,439+8.0% |
| Admin fee / account holder | $29 | $5,709-99.5% | $4,904-99.4% | $10,886-99.7% |