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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 | $578,133 | $100,938+472.8% | $90,461+539.1% | $158,982+263.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 15.08% | 1727.20%-1712.1pp | 1294.76%-1279.7pp | 302.99%-287.9pp |
| Employer contribution / active EE | $25,408 | $3,691+588.3% | $3,264+678.4% | $4,763+433.5% |
| Participant deferral / active EE | $13,680 | $4,350+214.5% | $3,964+245.1% | $5,983+128.6% |
| Admin fee / account holder | $60 | $6,510-99.1% | $5,617-98.9% | $11,252-99.5% |