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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 | $684,355 | $117,846+480.7% | $102,434+568.1% | $145,884+369.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.62% | 31.90%-14.3pp | 29.46%-11.8pp | 551.85%-534.2pp |
| Employer contribution / active EE | $46,000 | $3,615+1172.6% | $3,023+1421.6% | $4,662+886.6% |
| Participant deferral / active EE | $30,500 | $5,733+432.0% | $5,055+503.4% | $6,690+355.9% |
| Admin fee / account holder | $0 | $13,356-100.0% | $9,462-100.0% | $13,392-100.0% |