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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 | $427,040 | $72,071+492.5% | $68,368+524.6% | $137,256+211.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.03% | 353.14%-336.1pp | 292.57%-275.5pp | 220.34%-203.3pp |
| Employer contribution / active EE | $26,386 | $2,788+846.4% | $2,649+896.1% | $4,156+534.9% |
| Participant deferral / active EE | $29,125 | $4,410+560.4% | $4,123+606.4% | $6,407+354.6% |
| Admin fee / account holder | $74 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |