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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 | $367,184 | $84,527+334.4% | $67,711+442.3% | $125,393+192.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | 0.34% | 2.57%-2.2pp | 25.41%-25.1pp | 282.23%-281.9pp |
| Employer contribution / active EE | $4,400 | $3,292+33.7% | $2,559+71.9% | $4,866-9.6% |
| Participant deferral / active EE | $24,000 | $4,429+441.8% | $3,585+569.5% | $5,351+348.5% |
| Admin fee / account holder | $50 | $5,340-99.1% | $4,255-98.8% | $9,541-99.5% |