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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 | $362,063 | $75,832+377.5% | $147,617+145.3% | $59,633+507.1% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.20% | 0.37%-2.6pp | 61.98%-64.2pp | 2041.45%-2043.7pp |
| Employer contribution / active EE | $14,015 | $3,485+302.2% | $5,564+151.9% | $2,203+536.3% |
| Participant deferral / active EE | $9,627 | $3,131+207.5% | $4,895+96.6% | $3,192+201.6% |
| Admin fee / account holder | $38 | $5,986-99.4% | $11,612-99.7% | $4,297-99.1% |