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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 | $438,768 | $115,810+278.9% | $101,271+333.3% | $158,966+176.0% |
| Participation rate | 92.3% | 79.4%+12.9pp | 75.8%+16.5pp | 82.0%+10.3pp |
| Annual return | 15.87% | 56.15%-40.3pp | 46.48%-30.6pp | 302.95%-287.1pp |
| Employer contribution / active EE | $38,462 | $4,175+821.1% | $3,660+950.8% | $4,762+707.6% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |