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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 | $439,916 | $133,981+228.3% | $112,249+291.9% | $134,532+227.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 19.32% | 47.16%-27.8pp | 27.48%-8.2pp | 418.27%-398.9pp |
| Employer contribution / active EE | $30,716 | $4,040+660.3% | $3,636+744.8% | $4,741+547.9% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |