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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 | $634,520 | $124,346+410.3% | $111,306+470.1% | $167,553+278.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 13.23% | 37.46%-24.2pp | 54.67%-41.4pp | 478.89%-465.7pp |
| Employer contribution / active EE | $16,456 | $3,438+378.7% | $2,732+502.4% | $4,840+240.0% |
| Participant deferral / active EE | $13,698 | $5,182+164.3% | $4,488+205.2% | $6,343+116.0% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,316-100.0% |