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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 | $125,193+236.4% | $105,591+298.9% | $145,978+188.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 10.87% | 225.53%-214.7pp | 116.43%-105.6pp | 550.52%-539.6pp |
| Employer contribution / active EE | $19,398 | $3,718+421.7% | $3,166+512.7% | $4,662+316.1% |
| Participant deferral / active EE | $15,630 | $5,708+173.8% | $5,008+212.1% | $6,690+133.7% |
| Admin fee / account holder | $152 | $17,277-99.1% | $11,024-98.6% | $13,400-98.9% |