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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 | $565,450 | $125,778+349.6% | $114,563+393.6% | $154,746+265.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 14.38% | 295.14%-280.8pp | 241.09%-226.7pp | 172.34%-158.0pp |
| Employer contribution / active EE | $20,880 | $2,806+644.2% | $2,592+705.5% | $4,379+376.8% |
| Participant deferral / active EE | $14,085 | $4,445+216.9% | $4,142+240.0% | $6,730+109.3% |
| Admin fee / account holder | $89 | $8,190-98.9% | $7,623-98.8% | $14,365-99.4% |