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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 | $353,434 | $138,102+155.9% | $125,381+181.9% | $134,532+162.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 2.04% | 750.73%-748.7pp | 572.31%-570.3pp | 418.27%-416.2pp |
| Employer contribution / active EE | $1,546 | $5,245-70.5% | $4,815-67.9% | $4,741-67.4% |
| Participant deferral / active EE | $4,464 | $7,801-42.8% | $7,448-40.1% | $6,401-30.3% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |