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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 | $377,308 | $88,707+325.3% | $74,184+408.6% | $273,972+37.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.03% | 11.94%-8.9pp | 17.74%-14.7pp | 41.46%-38.4pp |
| Employer contribution / active EE | $27,982 | $3,159+785.7% | $2,370+1080.6% | $4,869+474.7% |
| Participant deferral / active EE | $16,000 | $4,212+279.9% | $3,550+350.7% | $5,287+202.6% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |