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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 | $70,121+575.5% | $63,803+642.4% | $138,895+241.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 14.07% | 946.48%-932.4pp | 543.72%-529.7pp | 145.39%-131.3pp |
| Employer contribution / active EE | $2,090 | $2,882-27.5% | $2,532-17.5% | $4,194-50.2% |
| Participant deferral / active EE | $0 | $4,535-100.0% | $3,843-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,738-100.0% | $5,196-100.0% | $12,562-100.0% |