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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 | $619,310 | $110,039+462.8% | $97,260+536.8% | $145,884+324.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 8.27% | 244.44%-236.2pp | 75.54%-67.3pp | 551.85%-543.6pp |
| Employer contribution / active EE | $21,294 | $3,074+592.7% | $2,721+682.5% | $4,662+356.7% |
| Participant deferral / active EE | $2,457 | $4,674-47.4% | $4,262-42.3% | $6,690-63.3% |
| Admin fee / account holder | $158 | $6,204-97.5% | $5,640-97.2% | $13,392-98.8% |