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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 | $768,161 | $99,652+670.8% | $78,778+875.1% | $147,586+420.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 18.84% | 47.28%-28.4pp | 35.62%-16.8pp | 578.59%-559.7pp |
| Employer contribution / active EE | $20,555 | $2,796+635.2% | $1,986+935.2% | $4,876+321.5% |
| Participant deferral / active EE | $0 | $3,664-100.0% | $2,958-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |