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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 | $298,666 | $167,362+78.5% | $143,799+107.7% | $134,532+122.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 8.18% | 0.47%+7.7pp | -0.04%+8.2pp | 418.27%-410.1pp |
| Employer contribution / active EE | $0 | $5,620-100.0% | $4,952-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,000 | $6,447-38.0% | $5,638-29.1% | $6,401-37.5% |
| Admin fee / account holder | $30 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |