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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 | $588,499 | $100,139+487.7% | $85,187+590.8% | $145,884+303.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 20.21% | 84.15%-63.9pp | 66.67%-46.5pp | 551.85%-531.6pp |
| Employer contribution / active EE | $24,436 | $3,238+654.7% | $2,732+794.3% | $4,662+424.1% |
| Participant deferral / active EE | $24,875 | $5,296+369.7% | $4,525+449.7% | $6,690+271.8% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |