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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 | $502,857 | $147,556+240.8% | $129,031+289.7% | $198,609+153.2% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 2.86% | 37.41%-34.5pp | 34.67%-31.8pp | 202.70%-199.8pp |
| Employer contribution / active EE | $2,141 | $3,645-41.3% | $3,226-33.6% | $5,055-57.6% |
| Participant deferral / active EE | $0 | $5,760-100.0% | $5,217-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |