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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 | $723,236 | $155,833+364.1% | $124,693+480.0% | $167,536+331.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 28.42% | 17.98%+10.4pp | 5144.19%-5115.8pp | 478.82%-450.4pp |
| Employer contribution / active EE | $23,045 | $4,164+453.4% | $3,324+593.3% | $4,839+376.2% |
| Participant deferral / active EE | $11,533 | $5,675+103.2% | $4,615+149.9% | $6,342+81.8% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |