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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 | $328,556 | $138,075+138.0% | $123,552+165.9% | $135,379+142.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 1.77% | 153.70%-151.9pp | 119.20%-117.4pp | 519.79%-518.0pp |
| Employer contribution / active EE | $21,478 | $5,152+316.9% | $4,628+364.1% | $4,779+349.4% |
| Participant deferral / active EE | $12,266 | $6,800+80.4% | $6,426+90.9% | $5,609+118.7% |
| Admin fee / account holder | $6 | $10,917-99.9% | $9,285-99.9% | $10,828-99.9% |