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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 | $542,457 | $103,038+426.5% | $90,324+500.6% | $152,909+254.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 24.15% | 95.25%-71.1pp | 78.15%-54.0pp | 345.46%-321.3pp |
| Employer contribution / active EE | $17,423 | $3,141+454.8% | $2,856+510.1% | $4,764+265.7% |
| Participant deferral / active EE | $16,696 | $4,282+289.9% | $3,885+329.7% | $5,851+185.3% |
| Admin fee / account holder | $0 | $6,177-100.0% | $5,356-100.0% | $11,601-100.0% |