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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 | $592,287 | $109,908+438.9% | $97,161+509.6% | $145,978+305.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 10.72% | 243.80%-233.1pp | 75.36%-64.6pp | 550.52%-539.8pp |
| Employer contribution / active EE | $4,350 | $3,077+41.4% | $2,723+59.7% | $4,662-6.7% |
| Participant deferral / active EE | $13,375 | $4,679+185.9% | $4,265+213.6% | $6,690+99.9% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |