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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 | $571,979 | $110,801+416.2% | $86,615+560.4% | $167,536+241.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 15.86% | 116.96%-101.1pp | 63.51%-47.7pp | 478.82%-463.0pp |
| Employer contribution / active EE | $16,259 | $3,245+401.1% | $2,496+551.5% | $4,839+236.0% |
| Participant deferral / active EE | $9,090 | $4,547+99.9% | $3,699+145.7% | $6,342+43.3% |
| Admin fee / account holder | $33 | $8,417-99.6% | $5,830-99.4% | $12,315-99.7% |