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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 | $727,660 | $154,754+370.2% | $124,206+485.8% | $138,895+423.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 13.41% | 709.28%-695.9pp | 515.27%-501.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $37,204 | $4,446+736.7% | $3,540+950.9% | $4,194+787.0% |
| Participant deferral / active EE | $21,967 | $4,621+375.4% | $3,968+453.7% | $6,396+243.4% |
| Admin fee / account holder | $0 | $6,690-100.0% | $5,929-100.0% | $12,562-100.0% |