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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 | $272,111 | $86,701+213.9% | $73,309+271.2% | $125,389+117.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 0.06% | 2.78%-2.7pp | 5.67%-5.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $3,372 | $4,152-18.8% | $3,237+4.2% | $4,866-30.7% |
| Participant deferral / active EE | $8,076 | $5,549+45.5% | $4,991+61.8% | $5,352+50.9% |
| Admin fee / account holder | $47 | $7,768-99.4% | $5,635-99.2% | $9,541-99.5% |