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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 | $851,790 | $112,131+659.6% | $95,964+787.6% | $158,982+435.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.40% | 171.19%-155.8pp | 91.64%-76.2pp | 302.99%-287.6pp |
| Employer contribution / active EE | $16,950 | $3,199+429.8% | $2,541+567.0% | $4,763+255.9% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,136-100.0% | $6,797-100.0% | $11,252-100.0% |