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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 | $520,868 | $95,188+447.2% | $76,518+580.7% | $135,380+284.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 118.55% | 4.85%+113.7pp | -0.27%+118.8pp | 519.81%-401.3pp |
| Employer contribution / active EE | $8,268 | $3,303+150.3% | $2,647+212.3% | $4,779+73.0% |
| Participant deferral / active EE | $10,957 | $4,640+136.1% | $3,836+185.6% | $5,609+95.3% |
| Admin fee / account holder | $3 | $6,249-99.9% | $4,849-99.9% | $10,828-100.0% |