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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 | $597,506 | $152,619+291.5% | $125,195+377.3% | $152,909+290.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 16.25% | 54.85%-38.6pp | 43.79%-27.5pp | 345.46%-329.2pp |
| Employer contribution / active EE | $4,653 | $4,947-5.9% | $3,866+20.4% | $4,764-2.3% |
| Participant deferral / active EE | $10,500 | $5,869+78.9% | $4,937+112.7% | $5,851+79.4% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |