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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 | $357,499 | $99,668+258.7% | $86,451+313.5% | $134,545+165.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 21.09% | 6789.61%-6768.5pp | 4398.51%-4377.4pp | 418.37%-397.3pp |
| Employer contribution / active EE | $5,792 | $4,403+31.6% | $3,770+53.6% | $4,742+22.2% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $111 | $8,377-98.7% | $6,734-98.4% | $11,431-99.0% |