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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 | $667,522 | $99,011+574.2% | $86,582+671.0% | $147,586+352.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 9.12% | 1312.75%-1303.6pp | 965.08%-956.0pp | 578.59%-569.5pp |
| Employer contribution / active EE | $19,627 | $3,132+526.6% | $2,839+591.2% | $4,876+302.5% |
| Participant deferral / active EE | $12,267 | $3,972+208.8% | $3,609+239.9% | $5,439+125.5% |
| Admin fee / account holder | $0 | $5,709-100.0% | $4,904-100.0% | $10,886-100.0% |