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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 | $560,070 | $100,073+459.7% | $85,126+557.9% | $145,877+283.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 84.11%-75.9pp | 66.63%-58.4pp | 551.28%-543.1pp |
| Employer contribution / active EE | $26,050 | $3,236+704.9% | $2,731+853.7% | $4,663+458.6% |
| Participant deferral / active EE | $15,250 | $5,294+188.0% | $4,523+237.1% | $6,691+127.9% |
| Admin fee / account holder | $93 | $7,261-98.7% | $6,160-98.5% | $13,402-99.3% |