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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 | $282,840 | $91,536+209.0% | $130,062+117.5% | $75,177+276.2% |
| Participation rate | 97.1% | 71.5%+25.7pp | 78.5%+18.6pp | 67.2%+29.9pp |
| Annual return | 21.22% | -631.62%+652.8pp | -137.37%+158.6pp | 160.75%-139.5pp |
| Employer contribution / active EE | $13,437 | $2,845+372.3% | $4,322+210.9% | $2,671+403.0% |
| Participant deferral / active EE | $0 | $4,343-100.0% | $5,821-100.0% | $4,126-100.0% |
| Admin fee / account holder | $155 | $6,780-97.7% | $10,601-98.5% | $5,651-97.3% |