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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 | $517,849 | $77,901+564.8% | $149,717+245.9% | $75,181+588.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 78.64% | 31.73%+46.9pp | 134.41%-55.8pp | 160.69%-82.0pp |
| Employer contribution / active EE | $25,352 | $3,137+708.1% | $4,820+426.0% | $2,671+849.3% |
| Participant deferral / active EE | $26,725 | $3,411+683.5% | $5,682+370.4% | $4,126+547.8% |
| Admin fee / account holder | $139 | $5,949-97.7% | $13,213-98.9% | $5,650-97.5% |