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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 | $3,182,813 | $57,590+5426.6% | $86,233+3590.9% | $82,448+3760.4% |
| Participation rate | 98.5% | 57.9%+40.6pp | 69.0%+29.4pp | 68.1%+30.4pp |
| Annual return | 0.00% | 22.41%-22.4pp | 61.39%-61.4pp | 41.64%-41.6pp |
| Employer contribution / active EE | $477 | $1,655-71.2% | $2,504-81.0% | $2,551-81.3% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $4,559-100.0% | $4,139-100.0% |
| Admin fee / account holder | $47 | $4,730-99.0% | $8,342-99.4% | $7,234-99.4% |