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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 | $559,765 | $180,749+209.7% | $160,784+248.1% | $137,256+307.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 16.50% | 2234.46%-2218.0pp | 1803.92%-1787.4pp | 220.34%-203.8pp |
| Employer contribution / active EE | $30,346 | $4,155+630.3% | $3,733+713.0% | $4,156+630.2% |
| Participant deferral / active EE | $21,479 | $6,844+213.8% | $6,293+241.3% | $6,407+235.3% |
| Admin fee / account holder | $275 | $10,397-97.4% | $9,717-97.2% | $12,270-97.8% |