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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 | $777,018 | $91,037+753.5% | $71,671+984.1% | $147,586+426.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.04% | 20.48%-3.4pp | 20.65%-3.6pp | 578.59%-561.6pp |
| Employer contribution / active EE | $1,600 | $3,327-51.9% | $2,460-35.0% | $4,876-67.2% |
| Participant deferral / active EE | $18,000 | $4,498+300.2% | $3,438+423.6% | $5,439+231.0% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |