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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 | $407,957 | $105,160+287.9% | $94,679+330.9% | $139,456+192.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.14% | 38.04%-21.9pp | 156.75%-140.6pp | 373.45%-357.3pp |
| Employer contribution / active EE | $35,277 | $4,107+759.0% | $3,673+860.5% | $4,753+642.2% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |