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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 | $274,859 | $75,935+262.0% | $60,547+354.0% | $125,388+119.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | 3.37% | -5.38%+8.8pp | 335.64%-332.3pp | 282.24%-278.9pp |
| Employer contribution / active EE | $6,384 | $3,438+85.7% | $2,419+163.9% | $4,866+31.2% |
| Participant deferral / active EE | $13,667 | $4,506+203.3% | $3,328+310.7% | $5,352+155.4% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |