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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 | $488,145 | $95,404+411.7% | $113,397+330.5% | $82,637+490.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 0.00% | 19.08%-19.1pp | 23.20%-23.2pp | 53.51%-53.5pp |
| Employer contribution / active EE | $801 | $2,307-65.3% | $2,977-73.1% | $2,552-68.6% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $264 | $9,168-97.1% | $11,957-97.8% | $7,339-96.4% |