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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 | $308,641 | $73,546+319.7% | $63,018+389.8% | $147,586+109.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 10.10% | 175.56%-165.5pp | 87.62%-77.5pp | 578.59%-568.5pp |
| Employer contribution / active EE | $13,823 | $3,324+315.9% | $2,761+400.7% | $4,876+183.5% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,956-100.0% | $3,601-100.0% | $10,886-100.0% |