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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 | $306,046 | $64,311+375.9% | $57,356+433.6% | $125,389+144.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.00% | 25.14%-23.1pp | 24.41%-22.4pp | 282.24%-280.2pp |
| Employer contribution / active EE | $9,467 | $3,193+196.5% | $2,689+252.1% | $4,866+94.5% |
| Participant deferral / active EE | $12,262 | $3,846+218.8% | $3,162+287.8% | $5,352+129.1% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |