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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 | $603,231 | $155,833+287.1% | $124,693+383.8% | $167,536+260.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 15.70% | 17.98%-2.3pp | 5144.19%-5128.5pp | 478.82%-463.1pp |
| Employer contribution / active EE | $5,705 | $4,164+37.0% | $3,324+71.6% | $4,839+17.9% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |