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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 | $259,529 | $75,832+242.2% | $147,617+75.8% | $59,633+335.2% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | 0.00% | 0.37%-0.4pp | 61.98%-62.0pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $8,082 | $3,485+131.9% | $5,564+45.2% | $2,203+266.9% |
| Participant deferral / active EE | $3,594 | $3,131+14.8% | $4,895-26.6% | $3,192+12.6% |
| Admin fee / account holder | $223 | $5,986-96.3% | $11,612-98.1% | $4,297-94.8% |