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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 | $259,400 | $142,426+82.1% | $115,167+125.2% | $152,909+69.6% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 41.48%-41.5pp | 35.60%-35.6pp | 345.46%-345.5pp |
| Employer contribution / active EE | $2,175 | $4,011-45.8% | $3,179-31.6% | $4,764-54.3% |
| Participant deferral / active EE | $18,000 | $5,165+248.5% | $4,169+331.8% | $5,851+207.6% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |