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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 | $540,278 | $118,708+355.1% | $98,920+446.2% | $158,982+239.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 20.69% | 372.49%-351.8pp | 196.47%-175.8pp | 302.99%-282.3pp |
| Employer contribution / active EE | $2,644 | $3,334-20.7% | $2,689-1.7% | $4,763-44.5% |
| Participant deferral / active EE | $15,667 | $5,089+207.8% | $4,245+269.1% | $5,983+161.8% |
| Admin fee / account holder | $0 | $10,134-100.0% | $6,643-100.0% | $11,252-100.0% |