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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 | $358,636 | $81,763+338.6% | $58,561+512.4% | $139,466+157.1% |
| Participation rate | 87.5% | 61.3%+26.2pp | 50.9%+36.6pp | 80.3%+7.2pp |
| Annual return | 16.52% | 7427.77%-7411.3pp | 4251.33%-4234.8pp | 373.66%-357.1pp |
| Employer contribution / active EE | $13,266 | $1,398+848.8% | $1,053+1159.3% | $4,754+179.1% |
| Participant deferral / active EE | $14,145 | $2,555+453.7% | $1,923+635.5% | $6,712+110.7% |
| Admin fee / account holder | $0 | $3,273-100.0% | $2,520-100.0% | $11,409-100.0% |