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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 | $65,712+429.1% | $57,196+507.9% | $273,972+26.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.91% | 22.01%-16.1pp | 14.59%-8.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $10,131 | $3,280+208.9% | $2,683+277.6% | $4,869+108.1% |
| Participant deferral / active EE | $13,424 | $3,782+255.0% | $3,096+333.6% | $5,287+153.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |