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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 | $614,558 | $108,695+465.4% | $74,722+722.5% | $152,897+301.9% |
| Participation rate | 75.0% | 65.4%+9.6pp | 54.5%+20.5pp | 82.5%-7.5pp |
| Annual return | 16.33% | 114.11%-97.8pp | 753.11%-736.8pp | 345.43%-329.1pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $92 | $4,906-98.1% | $3,335-97.3% | $11,599-99.2% |