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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 | $705,786 | $101,063+598.4% | $81,473+766.3% | $147,586+378.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 13.82% | 32.41%-18.6pp | 38.78%-25.0pp | 578.59%-564.8pp |
| Employer contribution / active EE | $3,959 | $3,206+23.5% | $2,568+54.2% | $4,876-18.8% |
| Participant deferral / active EE | $12,000 | $4,242+182.9% | $3,537+239.3% | $5,439+120.6% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |