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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 | $331,100 | $70,366+370.5% | $66,674+396.6% | $138,895+138.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 14.63% | 386.41%-371.8pp | 321.24%-306.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $19,447 | $2,765+603.3% | $2,620+642.2% | $4,194+363.7% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |