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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 | $283,751 | $77,416+266.5% | $69,464+308.5% | $152,897+85.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 21.97% | 39.08%-17.1pp | 28.98%-7.0pp | 345.43%-323.5pp |
| Employer contribution / active EE | $2,792 | $3,315-15.8% | $2,779+0.4% | $4,764-41.4% |
| Participant deferral / active EE | $0 | $4,413-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,208-100.0% | $3,840-100.0% | $11,599-100.0% |