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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 | $1,347,259 | $155,840+764.5% | $124,694+980.4% | $167,553+704.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 57.75% | 17.98%+39.8pp | 5144.82%-5087.1pp | 478.89%-421.1pp |
| Employer contribution / active EE | $2,333 | $4,165-44.0% | $3,325-29.8% | $4,840-51.8% |
| Participant deferral / active EE | $17,333 | $5,675+205.4% | $4,615+275.6% | $6,343+173.3% |
| Admin fee / account holder | $0 | $9,536-100.0% | $7,495-100.0% | $12,316-100.0% |