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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 | $665,031 | $109,908+505.1% | $97,161+584.5% | $145,978+355.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 27.70% | 243.80%-216.1pp | 75.36%-47.7pp | 550.52%-522.8pp |
| Employer contribution / active EE | $21,041 | $3,077+583.7% | $2,723+672.6% | $4,662+351.3% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $4,265-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |