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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 | $391,993 | $97,761+301.0% | $83,850+367.5% | $135,382+189.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.42% | 1287.44%-1279.0pp | 850.92%-842.5pp | 519.77%-511.4pp |
| Employer contribution / active EE | $26,733 | $4,222+533.2% | $3,631+636.3% | $4,779+459.4% |
| Participant deferral / active EE | $10,929 | $4,682+133.4% | $4,082+167.7% | $5,609+94.8% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |