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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 | $466,077 | $125,184+272.3% | $105,607+341.3% | $145,884+219.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.73% | 225.00%-206.3pp | 116.11%-97.4pp | 551.85%-533.1pp |
| Employer contribution / active EE | $7,185 | $3,720+93.2% | $3,167+126.9% | $4,662+54.1% |
| Participant deferral / active EE | $0 | $5,714-100.0% | $5,011-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $17,133-100.0% | $10,958-100.0% | $13,392-100.0% |