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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 | $345,271 | $166,020+108.0% | $164,866+109.4% | $145,959+136.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.50% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.4pp |
| Employer contribution / active EE | $31,986 | $5,275+506.4% | $4,343+636.6% | $4,661+586.3% |
| Participant deferral / active EE | $5,083 | $6,961-27.0% | $6,033-15.7% | $6,689-24.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |