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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 | $440,803 | $70,366+526.4% | $66,674+561.1% | $138,895+217.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.67% | 386.41%-369.7pp | 321.24%-304.6pp | 145.39%-128.7pp |
| Employer contribution / active EE | $3,158 | $2,765+14.2% | $2,620+20.5% | $4,194-24.7% |
| Participant deferral / active EE | $6,750 | $4,374+54.3% | $4,084+65.3% | $6,396+5.5% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |