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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 | $611,317 | $160,059+281.9% | $140,019+336.6% | $135,382+351.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 8.94% | 911.44%-902.5pp | 651.15%-642.2pp | 519.77%-510.8pp |
| Employer contribution / active EE | $10,109 | $6,420+57.5% | $5,605+80.4% | $4,779+111.5% |
| Participant deferral / active EE | $17,476 | $7,641+128.7% | $6,927+152.3% | $5,609+211.6% |
| Admin fee / account holder | $221 | $13,328-98.3% | $10,705-97.9% | $10,829-98.0% |