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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 | $587,855 | $112,935+420.5% | $90,970+546.2% | $158,966+269.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.83% | 215.79%-204.0pp | 134.58%-122.8pp | 302.95%-291.1pp |
| Employer contribution / active EE | $17,135 | $2,895+492.0% | $2,122+707.3% | $4,762+259.8% |
| Participant deferral / active EE | $17,750 | $4,129+329.9% | $3,373+426.2% | $5,983+196.7% |
| Admin fee / account holder | $145 | $8,045-98.2% | $5,960-97.6% | $11,250-98.7% |