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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 | $492,125 | $157,829+211.8% | $136,867+259.6% | $198,609+147.8% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 3.80% | 51.25%-47.5pp | 42.97%-39.2pp | 202.70%-198.9pp |
| Employer contribution / active EE | $15,386 | $3,923+292.2% | $3,547+333.8% | $5,055+204.4% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $4,924-100.0% | $6,977-100.0% |
| Admin fee / account holder | $43 | $11,107-99.6% | $10,340-99.6% | $19,030-99.8% |