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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 | $641,951 | $106,267+504.1% | $96,520+565.1% | $139,456+360.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 23.79% | 38.45%-14.7pp | 35.72%-11.9pp | 373.45%-349.7pp |
| Employer contribution / active EE | $21,934 | $4,105+434.4% | $3,739+486.7% | $4,753+361.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $50 | $7,882-99.4% | $6,733-99.3% | $11,407-99.6% |