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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 | $339,617 | $85,171+298.7% | $172,752+96.6% | $72,975+365.4% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 0.00% | 27.32%-27.3pp | 802.97%-803.0pp | 81.01%-81.0pp |
| Employer contribution / active EE | $35,353 | $3,324+963.6% | $5,144+587.3% | $2,440+1348.9% |
| Participant deferral / active EE | $20,263 | $3,260+521.6% | $5,198+289.8% | $3,608+461.7% |
| Admin fee / account holder | $13 | $5,880-99.8% | $13,955-99.9% | $5,124-99.7% |