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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 | $288,637 | $113,941+153.3% | $94,229+206.3% | $125,389+130.2% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 1.41% | 5.29%-3.9pp | 10.68%-9.3pp | 282.24%-280.8pp |
| Employer contribution / active EE | $19,345 | $4,727+309.2% | $3,587+439.3% | $4,866+297.5% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $133 | $8,392-98.4% | $6,269-97.9% | $9,541-98.6% |