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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 | $576,258 | $183,592+213.9% | $155,567+270.4% | $145,959+294.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.07% | 61.24%-39.2pp | 64.74%-42.7pp | 561.95%-539.9pp |
| Employer contribution / active EE | $25,534 | $5,315+380.4% | $4,674+446.3% | $4,661+447.8% |
| Participant deferral / active EE | $17,283 | $6,464+167.4% | $5,628+207.1% | $6,689+158.4% |
| Admin fee / account holder | $44 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |