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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 | $329,771 | $105,623+212.2% | $87,502+276.9% | $273,972+20.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.11% | 12.26%-4.1pp | 12.21%-4.1pp | 41.46%-33.3pp |
| Employer contribution / active EE | $14,167 | $3,141+351.1% | $2,550+455.6% | $4,869+191.0% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |