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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 | $109,904+538.6% | $97,167+622.3% | $145,959+380.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 13.29% | 243.43%-230.1pp | 75.27%-62.0pp | 561.95%-548.7pp |
| Employer contribution / active EE | $4,305 | $3,084+39.6% | $2,729+57.7% | $4,661-7.6% |
| Participant deferral / active EE | $18,300 | $4,676+291.4% | $4,264+329.2% | $6,689+173.6% |
| Admin fee / account holder | $0 | $6,216-100.0% | $5,650-100.0% | $13,398-100.0% |