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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 | $1,026,221 | $114,073+799.6% | $96,161+967.2% | $167,518+512.6% |
| Participation rate | 85.7% | 75.1%+10.7pp | 68.4%+17.3pp | 82.1%+3.6pp |
| Annual return | 24.26% | 189.95%-165.7pp | 192.01%-167.7pp | 478.71%-454.4pp |
| Employer contribution / active EE | $28,429 | $3,428+729.2% | $2,798+915.9% | $4,838+487.6% |
| Participant deferral / active EE | $0 | $5,195-100.0% | $4,349-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $6,899-100.0% | $5,538-100.0% | $12,312-100.0% |