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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 | $452,740 | $88,702+410.4% | $81,780+453.6% | $145,978+210.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 19.58% | 1029.12%-1009.5pp | 776.27%-756.7pp | 550.52%-530.9pp |
| Employer contribution / active EE | $13,891 | $3,084+350.4% | $2,914+376.7% | $4,662+198.0% |
| Participant deferral / active EE | $5,928 | $4,645+27.6% | $4,321+37.2% | $6,690-11.4% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |