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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 | $705,887 | $183,539+284.6% | $155,556+353.8% | $145,897+383.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 33.21% | 61.31%-28.1pp | 64.84%-31.6pp | 552.29%-519.1pp |
| Employer contribution / active EE | $12,500 | $5,315+135.2% | $4,675+167.4% | $4,663+168.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $3 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |