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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 | $347,822 | $88,778+291.8% | $81,844+325.0% | $145,884+138.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.76% | 1033.03%-1019.3pp | 778.87%-765.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $27,764 | $3,087+799.4% | $2,916+852.0% | $4,662+495.5% |
| Participant deferral / active EE | $24,429 | $4,648+425.5% | $4,323+465.0% | $6,690+265.2% |
| Admin fee / account holder | $60 | $8,430-99.3% | $7,355-99.2% | $13,392-99.6% |