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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 | $338,324 | $74,535+353.9% | $100,712+235.9% | $82,637+309.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 12.95% | 18.92%-6.0pp | 33.27%-20.3pp | 53.51%-40.6pp |
| Employer contribution / active EE | $3,594 | $1,503+139.2% | $2,313+55.4% | $2,552+40.8% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,085-100.0% | $4,126-100.0% |
| Admin fee / account holder | $133 | $6,576-98.0% | $9,256-98.6% | $7,339-98.2% |