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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 | $397,655 | $88,754+348.0% | $81,820+386.0% | $145,877+172.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.66% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $10,728 | $3,085+247.7% | $2,915+268.0% | $4,663+130.1% |
| Participant deferral / active EE | $14,059 | $4,648+202.5% | $4,323+225.2% | $6,691+110.1% |
| Admin fee / account holder | $45 | $8,424-99.5% | $7,391-99.4% | $13,402-99.7% |