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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 | $274,228 | $75,959+261.0% | $154,114+77.9% | $64,181+327.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.67% | 30.32%-34.0pp | 735.16%-738.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $9,596 | $3,350+186.5% | $5,298+81.1% | $2,381+303.1% |
| Participant deferral / active EE | $6,650 | $3,175+109.5% | $5,081+30.9% | $3,470+91.7% |
| Admin fee / account holder | $53 | $5,589-99.0% | $13,411-99.6% | $4,887-98.9% |