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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 | $774,693 | $100,203+673.1% | $85,240+808.8% | $145,897+431.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 84.28%-73.9pp | 66.75%-56.3pp | 552.29%-541.9pp |
| Employer contribution / active EE | $15,000 | $3,242+362.7% | $2,735+448.4% | $4,663+221.7% |
| Participant deferral / active EE | $0 | $5,299-100.0% | $4,527-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |