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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 | $544,708 | $78,690+592.2% | $161,489+237.3% | $87,485+522.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 19.53% | 32.74%-13.2pp | 89.72%-70.2pp | 26.06%-6.5pp |
| Employer contribution / active EE | $33,608 | $2,588+1198.5% | $4,268+687.4% | $2,596+1194.5% |
| Participant deferral / active EE | $25,448 | $3,311+668.6% | $5,630+352.0% | $4,274+495.5% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |