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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 | $291,899 | $157,829+84.9% | $136,867+113.3% | $198,609+47.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 21.35% | 51.25%-29.9pp | 42.97%-21.6pp | 202.70%-181.3pp |
| Employer contribution / active EE | $0 | $3,923-100.0% | $3,547-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $18,000 | $5,463+229.5% | $4,924+265.6% | $6,977+158.0% |
| Admin fee / account holder | $80 | $11,107-99.3% | $10,340-99.2% | $19,030-99.6% |