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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 | $496,193 | $108,285+358.2% | $77,552+539.8% | $158,982+212.1% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 24.02% | 31.69%-7.7pp | 54.82%-30.8pp | 302.99%-279.0pp |
| Employer contribution / active EE | $6,185 | $1,325+366.8% | $987+526.9% | $4,763+29.9% |
| Participant deferral / active EE | $5,046 | $2,455+105.5% | $1,861+171.1% | $5,983-15.7% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |