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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 | $477,677 | $108,897+338.6% | $100,378+375.9% | $145,877+227.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 58.17%-32.0pp | 49.41%-23.2pp | 551.28%-525.1pp |
| Employer contribution / active EE | $9,263 | $4,420+109.6% | $3,942+135.0% | $4,663+98.6% |
| Participant deferral / active EE | $10,747 | $8,455+27.1% | $8,087+32.9% | $6,691+60.6% |
| Admin fee / account holder | $35 | $9,690-99.6% | $7,899-99.6% | $13,402-99.7% |