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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 | $763,931 | $68,097+1021.8% | $62,929+1114.0% | $137,256+456.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 22.95% | 1859.11%-1836.2pp | 1063.93%-1041.0pp | 220.34%-197.4pp |
| Employer contribution / active EE | $46,500 | $2,811+1554.2% | $2,505+1756.6% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $4,553+498.6% | $3,888+600.8% | $6,407+325.3% |
| Admin fee / account holder | $32 | $6,521-99.5% | $5,065-99.4% | $12,270-99.7% |