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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 | $349,300 | $90,486+286.0% | $78,676+344.0% | $273,972+27.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.35% | 75.62%-68.3pp | 62.19%-54.8pp | 41.46%-34.1pp |
| Employer contribution / active EE | $16,172 | $3,175+409.4% | $2,850+467.4% | $4,869+232.2% |
| Participant deferral / active EE | $12,896 | $3,901+230.6% | $3,517+266.7% | $5,287+143.9% |
| Admin fee / account holder | $4 | $5,263-99.9% | $4,510-99.9% | $10,133-100.0% |