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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 | $328,056 | $176,794+85.6% | $146,647+123.7% | $167,553+95.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 0.00% | 24.04%-24.0pp | 22.75%-22.7pp | 478.89%-478.9pp |
| Employer contribution / active EE | $2,940 | $5,161-43.0% | $4,137-28.9% | $4,840-39.3% |
| Participant deferral / active EE | $14,250 | $6,440+121.3% | $5,506+158.8% | $6,343+124.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |