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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 | $906,986 | $95,406+850.7% | $185,849+388.0% | $85,847+956.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 15.22% | 23.59%-8.4pp | 122.10%-106.9pp | 318.61%-303.4pp |
| Employer contribution / active EE | $23,210 | $3,314+600.4% | $5,169+349.1% | $2,565+804.7% |
| Participant deferral / active EE | $14,546 | $3,424+324.9% | $5,569+161.2% | $3,952+268.0% |
| Admin fee / account holder | $28 | $7,214-99.6% | $16,244-99.8% | $6,261-99.6% |