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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 | $436,774 | $93,064+369.3% | $74,577+485.7% | $273,972+59.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.91% | 26.18%-21.3pp | 20.47%-15.6pp | 41.46%-36.5pp |
| Employer contribution / active EE | $16,000 | $3,160+406.3% | $2,525+533.6% | $4,869+228.6% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |