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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 | $335,686 | $88,996+277.2% | $78,004+330.3% | $138,895+141.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 17.06% | 28.03%-11.0pp | 31.07%-14.0pp | 145.39%-128.3pp |
| Employer contribution / active EE | $53,551 | $2,917+1735.8% | $2,469+2069.1% | $4,194+1176.8% |
| Participant deferral / active EE | $0 | $4,724-100.0% | $4,092-100.0% | $6,396-100.0% |
| Admin fee / account holder | $138 | $8,807-98.4% | $7,578-98.2% | $12,562-98.9% |