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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 | $381,199 | $153,311+148.6% | $109,313+248.7% | $273,972+39.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 8.78% | 29.86%-21.1pp | 22.07%-13.3pp | 41.46%-32.7pp |
| Employer contribution / active EE | $22,427 | $5,619+299.1% | $3,892+476.2% | $4,869+360.6% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $105 | $8,076-98.7% | $5,666-98.1% | $10,133-99.0% |