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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 | $283,644 | $99,031+186.4% | $86,597+227.5% | $147,585+92.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 16.37% | 1312.56%-1296.2pp | 964.96%-948.6pp | 578.57%-562.2pp |
| Employer contribution / active EE | $452 | $3,132-85.6% | $2,840-84.1% | $4,876-90.7% |
| Participant deferral / active EE | $13,225 | $3,972+232.9% | $3,609+266.5% | $5,439+143.2% |
| Admin fee / account holder | $23 | $5,711-99.6% | $4,906-99.5% | $10,885-99.8% |