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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 | $796,003 | $99,079+703.4% | $78,002+920.5% | $273,970+190.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 2.85% | 217.93%-215.1pp | 425.99%-423.1pp | 41.46%-38.6pp |
| Employer contribution / active EE | $3,843 | $3,308+16.2% | $2,470+55.6% | $4,869-21.1% |
| Participant deferral / active EE | $10,079 | $4,306+134.1% | $3,497+188.2% | $5,287+90.6% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,481-100.0% | $10,132-100.0% |