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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 | $88,754+248.4% | $81,820+277.9% | $145,877+112.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.63% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.7pp |
| Employer contribution / active EE | $22,579 | $3,085+631.8% | $2,915+674.6% | $4,663+384.2% |
| Participant deferral / active EE | $22,125 | $4,648+376.1% | $4,323+411.8% | $6,691+230.7% |
| Admin fee / account holder | $58 | $8,424-99.3% | $7,391-99.2% | $13,402-99.6% |