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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 | $99,921+675.3% | $85,009+811.3% | $145,959+430.8% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 83.89%-73.5pp | 66.47%-56.1pp | 561.95%-551.5pp |
| Employer contribution / active EE | $15,000 | $3,233+364.0% | $2,728+449.8% | $4,661+221.8% |
| Participant deferral / active EE | $0 | $5,293-100.0% | $4,522-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $7,252-100.0% | $6,153-100.0% | $13,398-100.0% |