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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 | $517,947 | $134,817+284.2% | $123,973+317.8% | $155,188+233.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 22.08% | 515.49%-493.4pp | 388.13%-366.0pp | 148.84%-126.8pp |
| Employer contribution / active EE | $3,272 | $4,425-26.1% | $4,126-20.7% | $4,248-23.0% |
| Participant deferral / active EE | $16,816 | $5,706+194.7% | $5,247+220.5% | $6,531+157.5% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |