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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 | $421,159 | $125,190+236.4% | $105,624+298.7% | $145,897+188.7% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.87% | 225.22%-214.3pp | 116.20%-105.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $19,398 | $3,720+421.4% | $3,168+512.4% | $4,663+316.0% |
| Participant deferral / active EE | $15,630 | $5,716+173.5% | $5,013+211.8% | $6,689+133.7% |
| Admin fee / account holder | $152 | $17,138-99.1% | $10,961-98.6% | $13,390-98.9% |