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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 | $300,054 | $110,629+171.2% | $80,784+271.4% | $167,553+79.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 7.31% | 120.58%-113.3pp | 87.31%-80.0pp | 478.89%-471.6pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $0 | $2,871-100.0% | $2,145-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $4,547-100.0% | $3,380-100.0% | $12,316-100.0% |