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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 | $431,806 | $115,814+272.8% | $101,275+326.4% | $158,982+171.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 32.51% | 56.16%-23.6pp | 46.48%-14.0pp | 302.99%-270.5pp |
| Employer contribution / active EE | $5,050 | $4,176+20.9% | $3,660+38.0% | $4,763+6.0% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |