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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 | $570,524 | $108,285+426.9% | $77,552+635.7% | $158,982+258.9% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 0.33% | 31.69%-31.4pp | 54.82%-54.5pp | 302.99%-302.7pp |
| Employer contribution / active EE | $500 | $1,325-62.3% | $987-49.3% | $4,763-89.5% |
| Participant deferral / active EE | $0 | $2,455-100.0% | $1,861-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |