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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 | $309,230 | $65,712+370.6% | $57,196+440.7% | $273,972+12.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.07% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $6,408 | $3,280+95.4% | $2,683+138.8% | $4,869+31.6% |
| Participant deferral / active EE | $16,500 | $3,782+336.3% | $3,096+432.9% | $5,287+212.1% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |