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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 | $334,532 | $87,546+282.1% | $75,784+341.4% | $125,389+166.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 2.05% | 13.49%-11.4pp | 9.68%-7.6pp | 282.24%-280.2pp |
| Employer contribution / active EE | $4,505 | $3,930+14.6% | $3,323+35.6% | $4,866-7.4% |
| Participant deferral / active EE | $9,427 | $4,230+122.9% | $3,652+158.2% | $5,352+76.2% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |