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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 | $670,101 | $108,922+515.2% | $100,398+567.4% | $145,978+359.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 45.03% | 58.04%-13.0pp | 49.32%-4.3pp | 550.52%-505.5pp |
| Employer contribution / active EE | $1,000 | $4,426-77.4% | $3,946-74.7% | $4,662-78.5% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |