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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 | $725,751 | $168,636+330.4% | $147,618+391.6% | $125,388+478.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.00% | 77.65%-77.6pp | 61.98%-62.0pp | 282.24%-282.2pp |
| Employer contribution / active EE | $32,800 | $6,252+424.6% | $5,565+489.4% | $4,866+574.0% |
| Participant deferral / active EE | $21,600 | $5,507+292.2% | $4,895+341.2% | $5,352+303.6% |
| Admin fee / account holder | $26 | $13,580-99.8% | $11,612-99.8% | $9,541-99.7% |