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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 | $346,528 | $93,346+271.2% | $71,796+382.7% | $273,972+26.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 13.41% | 130.39%-117.0pp | 78.04%-64.6pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,500 | $2,733-45.1% | $1,924-22.1% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $100 | $6,571-98.5% | $4,815-97.9% | $10,133-99.0% |