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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 | $70,366+601.6% | $66,674+640.5% | $138,895+255.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 19.86% | 386.41%-366.6pp | 321.24%-301.4pp | 145.39%-125.5pp |
| Employer contribution / active EE | $16,349 | $2,765+491.3% | $2,620+524.0% | $4,194+289.8% |
| Participant deferral / active EE | $23,500 | $4,374+437.3% | $4,084+475.4% | $6,396+267.4% |
| Admin fee / account holder | $73 | $5,262-98.6% | $5,098-98.6% | $12,562-99.4% |