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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 | $302,189 | $101,752+197.0% | $164,928+83.2% | $80,911+273.5% |
| Participation rate | 92.6% | 71.8%+20.7pp | 78.6%+14.0pp | 67.6%+24.9pp |
| Annual return | 16.32% | 16.73%-0.4pp | 70.08%-53.8pp | 35.63%-19.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,034-100.0% | $4,297-100.0% |
| Admin fee / account holder | $186 | $8,218-97.7% | $12,684-98.5% | $6,935-97.3% |