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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 | $380,838 | $176,120+116.2% | $159,487+138.8% | $167,553+127.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.44% | 331.95%-318.5pp | 263.71%-250.3pp | 478.89%-465.5pp |
| Employer contribution / active EE | $16,151 | $5,299+204.8% | $4,831+234.3% | $4,840+233.7% |
| Participant deferral / active EE | $14,921 | $7,752+92.5% | $7,354+102.9% | $6,343+135.3% |
| Admin fee / account holder | $40 | $12,561-99.7% | $10,804-99.6% | $12,316-99.7% |