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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 | $641,986 | $150,412+326.8% | $120,574+432.4% | $145,884+340.1% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 19.57% | 154.50%-134.9pp | 107.42%-87.9pp | 551.85%-532.3pp |
| Employer contribution / active EE | $989 | $4,355-77.3% | $3,471-71.5% | $4,662-78.8% |
| Participant deferral / active EE | $23,011 | $6,175+272.6% | $4,996+360.6% | $6,690+244.0% |
| Admin fee / account holder | $0 | $12,224-100.0% | $9,445-100.0% | $13,392-100.0% |