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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 | $257,383 | $88,754+190.0% | $81,820+214.6% | $145,877+76.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 13.02% | 1031.77%-1018.7pp | 777.93%-764.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $34,500 | $3,085+1018.2% | $2,915+1083.5% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $208 | $8,424-97.5% | $7,391-97.2% | $13,402-98.5% |