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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 | $752,129 | $88,778+747.2% | $81,844+819.0% | $145,884+415.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 17.00% | 1033.03%-1016.0pp | 778.87%-761.9pp | 551.85%-534.8pp |
| Employer contribution / active EE | $14,020 | $3,087+354.2% | $2,916+380.7% | $4,662+200.7% |
| Participant deferral / active EE | $19,075 | $4,648+310.4% | $4,323+341.2% | $6,690+185.1% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |