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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 | $542,569 | $115,796+368.6% | $101,264+435.8% | $158,950+241.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 15.83% | 56.15%-40.3pp | 46.48%-30.6pp | 302.91%-287.1pp |
| Employer contribution / active EE | $18,384 | $4,175+340.3% | $3,660+402.3% | $4,762+286.1% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,370-100.0% | $5,983-100.0% |
| Admin fee / account holder | $166 | $7,247-97.7% | $5,947-97.2% | $11,248-98.5% |