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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 | $493,689 | $157,829+212.8% | $136,867+260.7% | $198,609+148.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 19.86% | 51.25%-31.4pp | 42.97%-23.1pp | 202.70%-182.8pp |
| Employer contribution / active EE | $16,349 | $3,923+316.8% | $3,547+360.9% | $5,055+223.4% |
| Participant deferral / active EE | $23,500 | $5,463+330.2% | $4,924+377.3% | $6,977+236.8% |
| Admin fee / account holder | $73 | $11,107-99.3% | $10,340-99.3% | $19,030-99.6% |