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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 | $388,083 | $84,551+359.0% | $61,452+531.5% | $134,532+188.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | 2.53% | 585.39%-582.9pp | 338.96%-336.4pp | 418.27%-415.7pp |
| Employer contribution / active EE | $1,275 | $1,545-17.5% | $1,160+10.0% | $4,741-73.1% |
| Participant deferral / active EE | $1,275 | $2,818-54.8% | $2,125-40.0% | $6,401-80.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |