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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 | $879,395 | $152,592+476.3% | $125,180+602.5% | $152,885+475.2% |
| Participation rate | 85.7% | 83.3%+2.4pp | 79.8%+5.9pp | 82.5%+3.3pp |
| Annual return | 25.15% | 54.84%-29.7pp | 43.79%-18.6pp | 345.39%-320.2pp |
| Employer contribution / active EE | $31,078 | $4,947+528.3% | $3,866+703.9% | $4,763+552.5% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $13,435-100.0% | $9,703-100.0% | $11,598-100.0% |