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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 | $527,619 | $96,678+445.7% | $86,640+509.0% | $139,466+278.3% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 16.16% | 106.69%-90.5pp | 592.52%-576.4pp | 373.66%-357.5pp |
| Employer contribution / active EE | $11,174 | $3,265+242.2% | $3,024+269.5% | $4,754+135.0% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,410-100.0% | $5,616-100.0% | $11,409-100.0% |