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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 | $339,051 | $106,923+217.1% | $84,023+303.5% | $152,909+121.7% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 25.97% | 105.02%-79.0pp | 71.32%-45.3pp | 345.46%-319.5pp |
| Employer contribution / active EE | $2,778 | $2,735+1.5% | $1,984+40.0% | $4,764-41.7% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,289-100.0% | $6,102-100.0% | $11,601-100.0% |