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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 | $414,734 | $108,897+280.8% | $100,378+313.2% | $145,877+184.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 64.37% | 58.17%+6.2pp | 49.41%+15.0pp | 551.28%-486.9pp |
| Employer contribution / active EE | $27,305 | $4,420+517.7% | $3,942+592.7% | $4,663+485.6% |
| Participant deferral / active EE | $0 | $8,455-100.0% | $8,087-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |