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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 | $793,935 | $162,529+388.5% | $130,788+507.0% | $154,746+413.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 22.90% | 510.48%-487.6pp | 386.44%-363.5pp | 172.34%-149.4pp |
| Employer contribution / active EE | $7,143 | $4,447+60.6% | $3,558+100.7% | $4,379+63.1% |
| Participant deferral / active EE | $13,039 | $4,808+171.2% | $4,137+215.2% | $6,730+93.7% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |