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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 | $264,393 | $111,787+136.5% | $93,681+182.2% | $145,978+81.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 11.46% | 203.52%-192.1pp | 133.47%-122.0pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,500 | $3,093-19.2% | $2,422+3.2% | $4,662-46.4% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |