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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 | $340,645 | $168,635+102.0% | $147,617+130.8% | $125,389+171.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.50% | 77.65%-76.2pp | 61.98%-60.5pp | 282.24%-280.7pp |
| Employer contribution / active EE | $46,766 | $6,252+648.0% | $5,564+740.4% | $4,866+861.0% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |