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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 | $264,990 | $91,559+189.4% | $133,971+97.8% | $79,852+231.9% |
| Participation rate | 88.9% | 73.3%+15.5pp | 79.8%+9.0pp | 69.6%+19.3pp |
| Annual return | 12.49% | 61.85%-49.4pp | 45.09%-32.6pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,929-100.0% | $5,306-100.0% |