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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 | $278,695 | $156,616+77.9% | $133,346+109.0% | $198,609+40.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 72.8%+27.2pp | 82.4%+17.6pp |
| Annual return | 5.27% | 44.25%-39.0pp | 36.85%-31.6pp | 202.70%-197.4pp |
| Employer contribution / active EE | $1,731 | $3,368-48.6% | $2,853-39.4% | $5,055-65.8% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,332-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,468-100.0% | $14,264-100.0% | $19,030-100.0% |