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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 | $434,163 | $68,097+537.6% | $62,929+589.9% | $137,256+216.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.93% | 1859.11%-1846.2pp | 1063.93%-1051.0pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,324 | $2,811-17.3% | $2,505-7.2% | $4,156-44.1% |
| Participant deferral / active EE | $2,916 | $4,553-35.9% | $3,888-25.0% | $6,407-54.5% |
| Admin fee / account holder | $20 | $6,521-99.7% | $5,065-99.6% | $12,270-99.8% |