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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 | $801,381 | $84,236+851.4% | $170,435+370.2% | $70,126+1042.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.13% | 23.06%-7.9pp | 205.94%-190.8pp | 73.15%-58.0pp |
| Employer contribution / active EE | $28,365 | $3,387+737.4% | $5,432+422.2% | $2,343+1110.9% |
| Participant deferral / active EE | $15,811 | $3,086+412.4% | $4,939+220.1% | $3,332+374.6% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |