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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 | $392,931 | $153,311+156.3% | $109,313+259.5% | $273,972+43.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 3.04% | 29.86%-26.8pp | 22.07%-19.0pp | 41.46%-38.4pp |
| Employer contribution / active EE | $12,467 | $5,619+121.9% | $3,892+220.3% | $4,869+156.1% |
| Participant deferral / active EE | $8,000 | $3,932+103.5% | $3,166+152.6% | $5,287+51.3% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |