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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 | $264,803 | $102,938+157.2% | $94,105+181.4% | $138,895+90.6% |
| Participation rate | 90.9% | 74.6%+16.3pp | 71.9%+19.0pp | 79.9%+11.0pp |
| Annual return | 16.76% | 250.28%-233.5pp | 204.55%-187.8pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,885 | $2,732-31.0% | $2,504-24.7% | $4,194-55.0% |
| Participant deferral / active EE | $0 | $4,196-100.0% | $3,881-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $6,600-100.0% | $6,199-100.0% | $12,562-100.0% |