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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 | $351,421 | $107,944+225.6% | $91,994+282.0% | $152,885+129.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.17% | 89.26%-71.1pp | 69.03%-50.9pp | 345.39%-327.2pp |
| Employer contribution / active EE | $20,365 | $4,210+383.7% | $3,452+489.9% | $4,763+327.5% |
| Participant deferral / active EE | $0 | $6,365-100.0% | $5,923-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |