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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 | $621,011 | $100,938+515.2% | $90,461+586.5% | $158,982+290.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 22.94% | 1727.20%-1704.3pp | 1294.76%-1271.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $20,509 | $3,691+455.6% | $3,264+528.4% | $4,763+330.6% |
| Participant deferral / active EE | $12,816 | $4,350+194.6% | $3,964+223.3% | $5,983+114.2% |
| Admin fee / account holder | $13 | $6,510-99.8% | $5,617-99.8% | $11,252-99.9% |