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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 | $391,998 | $110,093+256.1% | $97,295+302.9% | $145,897+168.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 28.18% | 244.76%-216.6pp | 75.62%-47.4pp | 552.29%-524.1pp |
| Employer contribution / active EE | $1,125 | $3,077-63.4% | $2,723-58.7% | $4,663-75.9% |
| Participant deferral / active EE | $7,625 | $4,678+63.0% | $4,264+78.8% | $6,689+14.0% |
| Admin fee / account holder | $0 | $6,212-100.0% | $5,646-100.0% | $13,390-100.0% |