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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 | $678,241 | $111,787+506.7% | $93,681+624.0% | $145,978+364.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 28.36% | 203.52%-175.2pp | 133.47%-105.1pp | 550.52%-522.2pp |
| Employer contribution / active EE | $20,416 | $3,093+560.0% | $2,422+742.9% | $4,662+337.9% |
| Participant deferral / active EE | $12,346 | $4,918+151.0% | $4,415+179.6% | $6,690+84.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |