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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 | $301,175 | $103,949+189.7% | $69,182+335.3% | $273,972+9.9% |
| Participation rate | 100.0% | 67.4%+32.6pp | 55.1%+44.9pp | 83.0%+17.0pp |
| Annual return | 5.63% | 35.28%-29.6pp | -21.93%+27.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $7,917 | $1,783+344.0% | $1,206+556.3% | $4,869+62.6% |
| Participant deferral / active EE | $4,462 | $2,716+64.3% | $1,897+135.2% | $5,287-15.6% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |