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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 | $308,621 | $88,815+247.5% | $81,882+276.9% | $145,897+111.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.89% | 1033.75%-1019.9pp | 779.47%-765.6pp | 552.29%-538.4pp |
| Employer contribution / active EE | $25,589 | $3,086+729.1% | $2,916+777.5% | $4,663+448.8% |
| Participant deferral / active EE | $11,492 | $4,647+147.3% | $4,323+165.8% | $6,689+71.8% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |