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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 | $560,439 | $162,812+244.2% | $133,971+318.3% | $158,966+252.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 87.05% | 41.94%+45.1pp | 45.09%+42.0pp | 302.95%-215.9pp |
| Employer contribution / active EE | $13,000 | $4,976+161.3% | $3,919+231.7% | $4,762+173.0% |
| Participant deferral / active EE | $13,600 | $5,910+130.1% | $5,047+169.5% | $5,983+127.3% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |