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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 | $347,686 | $65,685+429.3% | $57,181+508.0% | $273,968+26.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.91% | 21.99%-16.1pp | 14.59%-8.7pp | 41.45%-35.5pp |
| Employer contribution / active EE | $10,131 | $3,279+209.0% | $2,682+277.7% | $4,869+108.1% |
| Participant deferral / active EE | $13,424 | $3,781+255.1% | $3,096+333.6% | $5,287+153.9% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |