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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 | $266,398 | $78,694+238.5% | $67,653+293.8% | $125,388+112.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 2.45% | 9.46%-7.0pp | 6625.22%-6622.8pp | 282.24%-279.8pp |
| Employer contribution / active EE | $6,099 | $3,044+100.4% | $2,266+169.2% | $4,866+25.3% |
| Participant deferral / active EE | $4,075 | $4,292-5.1% | $3,560+14.5% | $5,352-23.9% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |