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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 | $420,086 | $183,539+128.9% | $155,556+170.1% | $145,897+187.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 31.88% | 61.31%-29.4pp | 64.84%-33.0pp | 552.29%-520.4pp |
| Employer contribution / active EE | $13,800 | $5,315+159.6% | $4,675+195.2% | $4,663+196.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |