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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 | $277,457 | $72,071+285.0% | $68,368+305.8% | $137,256+102.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 22.19% | 353.14%-330.9pp | 292.57%-270.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $3,750 | $2,788+34.5% | $2,649+41.6% | $4,156-9.8% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |