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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 | $142,354+144.2% | $125,529+176.9% | $155,188+124.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 57.93% | 306.06%-248.1pp | 202.56%-144.6pp | 148.84%-90.9pp |
| Employer contribution / active EE | $2,841 | $3,501-18.9% | $3,058-7.1% | $4,248-33.1% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |