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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 | $342,647 | $99,345+244.9% | $84,753+304.3% | $273,972+25.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.62% | 22.93%-18.3pp | 22.78%-18.2pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,230 | $4,214-47.1% | $3,574-37.6% | $4,869-54.2% |
| Participant deferral / active EE | $14,317 | $4,270+235.3% | $3,712+285.7% | $5,287+170.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |