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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 | $343,201 | $67,372+409.4% | $60,906+463.5% | $134,532+155.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 1.75% | 50.05%-48.3pp | 16.94%-15.2pp | 418.27%-416.5pp |
| Employer contribution / active EE | $42,722 | $3,099+1278.5% | $2,703+1480.5% | $4,741+801.1% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $75 | $4,588-98.4% | $3,227-97.7% | $11,429-99.3% |