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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 | $407,345 | $124,314+227.7% | $109,163+273.2% | $167,518+143.2% |
| Participation rate | 90.5% | 79.4%+11.0pp | 75.9%+14.6pp | 82.1%+8.4pp |
| Annual return | 55.28% | 26.04%+29.2pp | 25.75%+29.5pp | 478.71%-423.4pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3 | $7,973-100.0% | $6,754-100.0% | $12,312-100.0% |