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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 | $496,594 | $160,040+210.3% | $147,096+237.6% | $145,877+240.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.99% | 98.49%-66.5pp | 419.75%-387.8pp | 551.28%-519.3pp |
| Employer contribution / active EE | $3,000 | $5,289-43.3% | $4,936-39.2% | $4,663-35.7% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $41 | $15,050-99.7% | $13,005-99.7% | $13,402-99.7% |