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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 | $499,280 | $169,237+195.0% | $129,339+286.0% | $145,978+242.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 38.32% | 14364.43%-14326.1pp | 9437.05%-9398.7pp | 550.52%-512.2pp |
| Employer contribution / active EE | $46,000 | $5,540+730.3% | $4,154+1007.3% | $4,662+886.7% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $73 | $9,882-99.3% | $7,668-99.0% | $13,400-99.5% |