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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 | $356,382 | $96,558+269.1% | $80,977+340.1% | $273,972+30.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.08% | 15.14%-7.1pp | 17.11%-9.0pp | 41.46%-33.4pp |
| Employer contribution / active EE | $13,091 | $4,869+168.9% | $3,715+252.4% | $4,869+168.9% |
| Participant deferral / active EE | $16,555 | $6,598+150.9% | $5,696+190.6% | $5,287+213.1% |
| Admin fee / account holder | $204 | $7,493-97.3% | $5,517-96.3% | $10,133-98.0% |