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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 | $273,061 | $84,499+223.2% | $125,391+117.8% | $66,949+307.9% |
| Participation rate | 99.2% | 76.4%+22.8pp | 82.4%+16.8pp | 69.8%+29.4pp |
| Annual return | 10.66% | -8.49%+19.1pp | 572.41%-561.8pp | 1.57%+9.1pp |
| Employer contribution / active EE | $7,307 | $3,554+105.6% | $4,816+51.7% | $2,545+187.1% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $38 | $685-94.5% | $10,009-99.6% | $594-93.6% |