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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 | $277,986 | $107,809+157.8% | $97,032+186.5% | $155,188+79.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 13.40% | 38.06%-24.7pp | 35.38%-22.0pp | 148.84%-135.4pp |
| Employer contribution / active EE | $6,030 | $2,911+107.1% | $2,629+129.4% | $4,248+42.0% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $4,672-100.0% | $6,531-100.0% |
| Admin fee / account holder | $3 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |