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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 | $279,760 | $93,064+200.6% | $74,577+275.1% | $273,972+2.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.34% | 26.18%-15.8pp | 20.47%-10.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $1,896 | $3,160-40.0% | $2,525-24.9% | $4,869-61.1% |
| Participant deferral / active EE | $18,000 | $4,160+332.6% | $3,458+420.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |