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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 | $552,693 | $93,098+493.7% | $77,081+617.0% | $134,509+310.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | 47.72% | 62.63%-14.9pp | 42.33%+5.4pp | 418.13%-370.4pp |
| Employer contribution / active EE | $2,706 | $3,419-20.9% | $2,813-3.8% | $4,741-42.9% |
| Participant deferral / active EE | $0 | $5,239-100.0% | $4,428-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |