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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 | $284,410 | $95,979+196.3% | $74,551+281.5% | $135,380+110.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 0.34% | 56.97%-56.6pp | 32.53%-32.2pp | 519.81%-519.5pp |
| Employer contribution / active EE | $6,919 | $2,716+154.7% | $1,961+252.8% | $4,779+44.8% |
| Participant deferral / active EE | $10,300 | $3,844+168.0% | $3,108+231.4% | $5,609+83.6% |
| Admin fee / account holder | $158 | $6,522-97.6% | $5,059-96.9% | $10,828-98.5% |