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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 | $711,828 | $111,535+538.2% | $105,223+576.5% | $137,256+418.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.90% | 237.85%-224.0pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $20,594 | $3,939+422.8% | $3,689+458.3% | $4,156+395.5% |
| Participant deferral / active EE | $11,363 | $5,500+106.6% | $5,072+124.0% | $6,407+77.4% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |