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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 | $285,209 | $63,953+346.0% | $54,726+421.2% | $135,380+110.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | 7.93% | -5.77%+13.7pp | -4.56%+12.5pp | 519.81%-511.9pp |
| Employer contribution / active EE | $5,875 | $4,256+38.0% | $3,449+70.3% | $4,779+22.9% |
| Participant deferral / active EE | $20,567 | $4,810+327.6% | $3,953+420.3% | $5,609+266.7% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,828-100.0% |