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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 | $606,256 | $91,198+564.8% | $178,503+239.6% | $79,856+659.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.29% | 24.20%-3.9pp | 151.12%-130.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $30,020 | $3,257+821.8% | $5,011+499.1% | $2,471+1114.8% |
| Participant deferral / active EE | $15,147 | $3,237+368.0% | $5,202+191.2% | $3,741+304.9% |
| Admin fee / account holder | $1 | $6,748-100.0% | $13,987-100.0% | $5,306-100.0% |