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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 | $342,321 | $88,754+285.7% | $81,820+318.4% | $145,877+134.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.61% | 1031.77%-1016.2pp | 777.93%-762.3pp | 551.28%-535.7pp |
| Employer contribution / active EE | $5,026 | $3,085+62.9% | $2,915+72.4% | $4,663+7.8% |
| Participant deferral / active EE | $21,660 | $4,648+366.0% | $4,323+401.1% | $6,691+223.7% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |