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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 | $347,625 | $139,948+148.4% | $121,663+185.7% | $154,746+124.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 57.93% | 230.52%-172.6pp | 147.54%-89.6pp | 172.34%-114.4pp |
| Employer contribution / active EE | $2,841 | $3,521-19.3% | $3,020-5.9% | $4,379-35.1% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3 | $17,321-100.0% | $14,289-100.0% | $14,365-100.0% |