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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 | $284,763 | $97,732+191.4% | $83,831+239.7% | $135,380+110.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 0.73% | 1287.56%-1286.8pp | 850.99%-850.3pp | 519.81%-519.1pp |
| Employer contribution / active EE | $11,476 | $4,222+171.8% | $3,631+216.0% | $4,779+140.1% |
| Participant deferral / active EE | $18,375 | $4,683+292.4% | $4,082+350.2% | $5,609+227.6% |
| Admin fee / account holder | $47 | $6,675-99.3% | $5,479-99.1% | $10,828-99.6% |