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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 | $396,500 | $176,402+124.8% | $134,162+195.5% | $158,966+149.4% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 12.81% | 63.66%-50.8pp | 36.35%-23.5pp | 302.95%-290.1pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,750 | $4,093+113.8% | $3,500+150.0% | $5,983+46.2% |
| Admin fee / account holder | $60 | $8,719-99.3% | $6,685-99.1% | $11,250-99.5% |