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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 | $407,656 | $168,635+141.7% | $147,617+176.2% | $125,389+225.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.42% | 77.65%-77.2pp | 61.98%-61.6pp | 282.24%-281.8pp |
| Employer contribution / active EE | $22,818 | $6,252+265.0% | $5,564+310.1% | $4,866+368.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $83 | $13,580-99.4% | $11,612-99.3% | $9,541-99.1% |