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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 | $304,446 | $123,155+147.2% | $108,753+179.9% | $155,188+96.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 7.08% | 44.73%-37.7pp | 37.47%-30.4pp | 148.84%-141.8pp |
| Employer contribution / active EE | $8,350 | $2,811+197.0% | $2,427+244.1% | $4,248+96.6% |
| Participant deferral / active EE | $0 | $4,623-100.0% | $4,115-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |