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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 | $1,074,315 | $160,040+571.3% | $147,096+630.3% | $145,877+636.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.80% | 98.49%-85.7pp | 419.75%-406.9pp | 551.28%-538.5pp |
| Employer contribution / active EE | $4,000 | $5,289-24.4% | $4,936-19.0% | $4,663-14.2% |
| Participant deferral / active EE | $30,500 | $8,429+261.9% | $8,071+277.9% | $6,691+355.9% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |