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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 | $466,712 | $90,614+415.1% | $76,089+513.4% | $145,877+219.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 8.74% | 623.80%-615.1pp | 360.94%-352.2pp | 551.28%-542.5pp |
| Employer contribution / active EE | $25,035 | $3,324+653.1% | $2,690+830.7% | $4,663+436.9% |
| Participant deferral / active EE | $2,611 | $5,168-49.5% | $4,259-38.7% | $6,691-61.0% |
| Admin fee / account holder | $122 | $8,376-98.5% | $6,418-98.1% | $13,402-99.1% |