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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 | $974,552 | $103,038+845.8% | $90,324+978.9% | $152,909+537.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 16.01% | 95.25%-79.2pp | 78.15%-62.1pp | 345.46%-329.5pp |
| Employer contribution / active EE | $25,714 | $3,141+718.8% | $2,856+800.4% | $4,764+439.8% |
| Participant deferral / active EE | $20,590 | $4,282+380.9% | $3,885+429.9% | $5,851+251.9% |
| Admin fee / account holder | $9 | $6,177-99.8% | $5,356-99.8% | $11,601-99.9% |