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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 | $370,912 | $158,393+134.2% | $143,412+158.6% | $155,188+139.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 78.5%+21.5pp | 80.8%+19.2pp |
| Annual return | 12.12% | 324.22%-312.1pp | 256.99%-244.9pp | 148.84%-136.7pp |
| Employer contribution / active EE | $10,631 | $3,911+171.8% | $3,748+183.6% | $4,248+150.3% |
| Participant deferral / active EE | $0 | $7,193-100.0% | $6,816-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,964-100.0% | $11,396-100.0% | $14,480-100.0% |