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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 | $566,454 | $155,833+263.5% | $124,693+354.3% | $167,536+238.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 10.62% | 17.98%-7.4pp | 5144.19%-5133.6pp | 478.82%-468.2pp |
| Employer contribution / active EE | $15,542 | $4,164+273.2% | $3,324+367.5% | $4,839+221.2% |
| Participant deferral / active EE | $26,000 | $5,675+358.2% | $4,615+463.4% | $6,342+309.9% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |