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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 | $100,139+673.6% | $85,187+809.4% | $145,884+431.0% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 10.42% | 84.15%-73.7pp | 66.67%-56.2pp | 551.85%-541.4pp |
| Employer contribution / active EE | $15,000 | $3,238+363.3% | $2,732+449.0% | $4,662+221.7% |
| Participant deferral / active EE | $0 | $5,296-100.0% | $4,525-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |