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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 | $327,035 | $54,380+501.4% | $68,509+377.4% | $59,633+448.4% |
| Participation rate | 92.6% | 70.2%+22.4pp | 74.7%+17.9pp | 68.7%+23.9pp |
| Annual return | 73.51% | 2.83%+70.7pp | 8.27%+65.2pp | 2041.45%-1967.9pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,382-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,885-100.0% | $5,275-100.0% | $4,297-100.0% |