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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 | $419,347 | $185,225+126.4% | $142,898+193.5% | $167,553+150.3% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 7.83% | 8558.12%-8550.3pp | 5639.64%-5631.8pp | 478.89%-471.1pp |
| Employer contribution / active EE | $6,804 | $5,607+21.3% | $4,146+64.1% | $4,840+40.6% |
| Participant deferral / active EE | $14,267 | $4,496+217.3% | $3,838+271.7% | $6,343+124.9% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,316-100.0% |