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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 | $283,117 | $118,875+138.2% | $96,572+193.2% | $167,553+69.0% |
| Participation rate | 77.8% | 75.5%+2.3pp | 69.8%+8.0pp | 82.1%-4.3pp |
| Annual return | 0.00% | 50.50%-50.5pp | 37.79%-37.8pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,262 | $3,121-27.5% | $2,357-4.0% | $4,840-53.3% |
| Participant deferral / active EE | $3,361 | $4,617-27.2% | $3,850-12.7% | $6,343-47.0% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |