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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 | $701,872 | $109,908+538.6% | $97,161+622.4% | $145,978+380.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.29% | 243.80%-230.5pp | 75.36%-62.1pp | 550.52%-537.2pp |
| Employer contribution / active EE | $4,305 | $3,077+39.9% | $2,723+58.1% | $4,662-7.7% |
| Participant deferral / active EE | $18,300 | $4,679+291.1% | $4,265+329.1% | $6,690+173.6% |
| Admin fee / account holder | $0 | $6,213-100.0% | $5,647-100.0% | $13,400-100.0% |