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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 | $556,688 | $103,038+440.3% | $90,324+516.3% | $152,909+264.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 19.43% | 95.25%-75.8pp | 78.15%-58.7pp | 345.46%-326.0pp |
| Employer contribution / active EE | $9,289 | $3,141+195.8% | $2,856+225.3% | $4,764+95.0% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $274 | $6,177-95.6% | $5,356-94.9% | $11,601-97.6% |