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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 | $320,138 | $149,754+113.8% | $118,934+169.2% | $158,931+101.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 8.88% | 19.95%-11.1pp | 35.88%-27.0pp | 302.86%-294.0pp |
| Employer contribution / active EE | $1,938 | $4,116-52.9% | $3,263-40.6% | $4,761-59.3% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $53 | $8,603-99.4% | $6,580-99.2% | $11,247-99.5% |