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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 | $166,242+353.6% | $165,071+356.8% | $145,884+416.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 54.82% | 100.44%-45.6pp | 70.17%-15.4pp | 551.85%-497.0pp |
| Employer contribution / active EE | $50,000 | $5,283+846.5% | $4,347+1050.1% | $4,662+972.4% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |