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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 | $705,984 | $100,073+605.5% | $85,126+729.3% | $145,877+384.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.27% | 84.11%-68.8pp | 66.63%-51.4pp | 551.28%-536.0pp |
| Employer contribution / active EE | $8,064 | $3,236+149.2% | $2,731+195.3% | $4,663+72.9% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $7,261-100.0% | $6,160-100.0% | $13,402-100.0% |