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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 | $923,501 | $106,247+769.2% | $96,515+856.9% | $139,466+562.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.29% | 38.47%-21.2pp | 35.73%-18.4pp | 373.66%-356.4pp |
| Employer contribution / active EE | $39,250 | $4,106+856.0% | $3,740+949.6% | $4,754+725.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $22 | $7,885-99.7% | $6,735-99.7% | $11,409-99.8% |