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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 | $511,230 | $115,814+341.4% | $101,275+404.8% | $158,982+221.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.69% | 56.16%-41.5pp | 46.48%-31.8pp | 302.99%-288.3pp |
| Employer contribution / active EE | $25,230 | $4,176+504.2% | $3,660+589.3% | $4,763+429.7% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $154 | $7,249-97.9% | $5,948-97.4% | $11,252-98.6% |