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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 | $675,256 | $99,343+579.7% | $84,751+696.8% | $273,968+146.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.53% | 22.93%-15.4pp | 22.78%-15.3pp | 41.45%-33.9pp |
| Employer contribution / active EE | $17,030 | $4,214+304.2% | $3,574+376.5% | $4,869+249.8% |
| Participant deferral / active EE | $0 | $4,269-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,132-100.0% |