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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 | $309,228 | $88,815+248.2% | $81,882+277.7% | $145,897+111.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.63% | 1033.75%-1023.1pp | 779.47%-768.8pp | 552.29%-541.7pp |
| Employer contribution / active EE | $22,579 | $3,086+631.6% | $2,916+674.3% | $4,663+384.2% |
| Participant deferral / active EE | $22,125 | $4,647+376.1% | $4,323+411.8% | $6,689+230.8% |
| Admin fee / account holder | $58 | $8,434-99.3% | $7,360-99.2% | $13,390-99.6% |