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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 | $322,066 | $107,341+200.0% | $92,897+246.7% | $152,870+110.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.02% | 145.59%-120.6pp | 109.42%-84.4pp | 345.34%-320.3pp |
| Employer contribution / active EE | $7,615 | $4,221+80.4% | $3,653+108.5% | $4,763+59.9% |
| Participant deferral / active EE | $0 | $4,847-100.0% | $4,238-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |