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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 | $475,560 | $93,346+409.5% | $71,796+562.4% | $273,972+73.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.80% | 130.39%-124.6pp | 78.04%-72.2pp | 41.46%-35.7pp |
| Employer contribution / active EE | $4,292 | $2,733+57.0% | $1,924+123.0% | $4,869-11.8% |
| Participant deferral / active EE | $0 | $3,475-100.0% | $2,794-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |