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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 | $399,421 | $157,304+153.9% | $141,197+182.9% | $152,909+161.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.66% | 64.34%-48.7pp | 71.41%-55.7pp | 345.46%-329.8pp |
| Employer contribution / active EE | $21,413 | $5,263+306.9% | $4,736+352.1% | $4,764+349.5% |
| Participant deferral / active EE | $3,434 | $7,111-51.7% | $6,710-48.8% | $5,851-41.3% |
| Admin fee / account holder | $183 | $12,126-98.5% | $10,265-98.2% | $11,601-98.4% |