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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 | $345,293 | $138,072+150.1% | $123,549+179.5% | $135,382+155.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.57% | 153.69%-150.1pp | 119.20%-115.6pp | 519.77%-516.2pp |
| Employer contribution / active EE | $5,346 | $5,152+3.8% | $4,628+15.5% | $4,779+11.9% |
| Participant deferral / active EE | $9,809 | $6,799+44.3% | $6,426+52.7% | $5,609+74.9% |
| Admin fee / account holder | $8 | $10,917-99.9% | $9,284-99.9% | $10,829-99.9% |