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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 | $473,672 | $68,097+595.6% | $62,929+652.7% | $137,256+245.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 14.07% | 1859.11%-1845.0pp | 1063.93%-1049.9pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,090 | $2,811-25.7% | $2,505-16.6% | $4,156-49.7% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |