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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 | $453,045 | $153,311+195.5% | $109,313+314.4% | $273,972+65.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 11.56% | 29.86%-18.3pp | 22.07%-10.5pp | 41.46%-29.9pp |
| Employer contribution / active EE | $5,870 | $5,619+4.5% | $3,892+50.8% | $4,869+20.6% |
| Participant deferral / active EE | $6,000 | $3,932+52.6% | $3,166+89.5% | $5,287+13.5% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |