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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 | $76,834+340.3% | $108,359+212.2% | $87,485+286.7% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 12.95% | 19.09%-6.1pp | 36.89%-23.9pp | 26.06%-13.1pp |
| Employer contribution / active EE | $3,594 | $1,556+130.9% | $2,399+49.8% | $2,596+38.4% |
| Participant deferral / active EE | $0 | $3,100-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $133 | $6,537-98.0% | $9,741-98.6% | $7,775-98.3% |