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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 | $815,000 | $141,004+478.0% | $112,273+625.9% | $139,466+484.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.09% | 32.75%-18.7pp | 30.23%-16.1pp | 373.66%-359.6pp |
| Employer contribution / active EE | $0 | $4,285-100.0% | $3,431-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,500 | $5,878-40.5% | $4,800-27.1% | $6,712-47.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,409-100.0% |