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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 | $509,044 | $165,939+206.8% | $122,354+316.0% | $147,586+244.9% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 8.63% | 34.56%-25.9pp | 30.28%-21.6pp | 578.59%-570.0pp |
| Employer contribution / active EE | $52,000 | $5,754+803.7% | $4,051+1183.7% | $4,876+966.4% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |