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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 | $754,040 | $166,020+354.2% | $164,866+357.4% | $145,959+416.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 54.82% | 100.08%-45.3pp | 69.97%-15.1pp | 561.95%-507.1pp |
| Employer contribution / active EE | $50,000 | $5,275+847.9% | $4,343+1051.4% | $4,661+972.8% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |