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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 | $705,460 | $115,810+509.2% | $101,271+596.6% | $158,966+343.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.41% | 56.15%-41.7pp | 46.48%-32.1pp | 302.95%-288.5pp |
| Employer contribution / active EE | $17,189 | $4,175+311.7% | $3,660+369.6% | $4,762+260.9% |
| Participant deferral / active EE | $10,336 | $4,958+108.5% | $4,371+136.5% | $5,983+72.7% |
| Admin fee / account holder | $150 | $7,248-97.9% | $5,948-97.5% | $11,250-98.7% |