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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 | $381,186 | $132,310+188.1% | $105,754+260.4% | $273,972+39.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 5.02% | 10.08%-5.1pp | 12.25%-7.2pp | 41.46%-36.4pp |
| Employer contribution / active EE | $50,013 | $4,867+927.7% | $4,079+1126.1% | $4,869+927.2% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $52 | $12,036-99.6% | $8,309-99.4% | $10,133-99.5% |