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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 | $678,961 | $115,810+486.3% | $101,271+570.4% | $158,966+327.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.71% | 56.15%-35.4pp | 46.48%-25.8pp | 302.95%-282.2pp |
| Employer contribution / active EE | $11,042 | $4,175+164.5% | $3,660+201.7% | $4,762+131.9% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50 | $7,248-99.3% | $5,948-99.2% | $11,250-99.6% |