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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 | $622,985 | $147,727+321.7% | $115,756+438.2% | $134,532+363.1% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | 0.75% | 73.96%-73.2pp | 143.14%-142.4pp | 418.27%-417.5pp |
| Employer contribution / active EE | $7,665 | $4,713+62.6% | $3,793+102.1% | $4,741+61.7% |
| Participant deferral / active EE | $20,442 | $7,563+170.3% | $6,254+226.9% | $6,401+219.4% |
| Admin fee / account holder | $208 | $14,571-98.6% | $8,124-97.4% | $11,429-98.2% |