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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 | $511,936 | $72,071+610.3% | $68,368+648.8% | $137,256+273.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.67% | 353.14%-336.5pp | 292.57%-275.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $17,746 | $2,788+536.5% | $2,649+570.0% | $4,156+327.0% |
| Participant deferral / active EE | $11,886 | $4,410+169.5% | $4,123+188.3% | $6,407+85.5% |
| Admin fee / account holder | $4 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |