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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 | $784,303 | $127,298+516.1% | $109,916+613.5% | $167,553+368.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 17.42% | 22.97%-5.5pp | 29.46%-12.0pp | 478.89%-461.5pp |
| Employer contribution / active EE | $17,590 | $3,325+429.0% | $2,844+518.5% | $4,840+263.5% |
| Participant deferral / active EE | $0 | $4,513-100.0% | $4,047-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,316-100.0% |