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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 | $352,079 | $90,486+289.1% | $78,676+347.5% | $273,972+28.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.40% | 75.62%-69.2pp | 62.19%-55.8pp | 41.46%-35.1pp |
| Employer contribution / active EE | $13,035 | $3,175+310.5% | $2,850+357.4% | $4,869+167.7% |
| Participant deferral / active EE | $6,025 | $3,901+54.4% | $3,517+71.3% | $5,287+14.0% |
| Admin fee / account holder | $8 | $5,263-99.9% | $4,510-99.8% | $10,133-99.9% |