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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 | $576,449 | $106,918+439.1% | $84,021+586.1% | $152,897+277.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 9.66% | 105.01%-95.3pp | 71.32%-61.7pp | 345.43%-335.8pp |
| Employer contribution / active EE | $4,292 | $2,735+56.9% | $1,984+116.3% | $4,764-9.9% |
| Participant deferral / active EE | $0 | $4,012-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,288-100.0% | $6,102-100.0% | $11,599-100.0% |