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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 | $301,088 | $113,338+165.7% | $94,993+217.0% | $147,586+104.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 10.30% | 20.80%-10.5pp | 27.14%-16.8pp | 578.59%-568.3pp |
| Employer contribution / active EE | $450 | $3,160-85.8% | $2,603-82.7% | $4,876-90.8% |
| Participant deferral / active EE | $16,500 | $3,777+336.9% | $3,317+397.4% | $5,439+203.4% |
| Admin fee / account holder | $0 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |