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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 | $347,472 | $71,197+388.0% | $93,669+271.0% | $80,925+329.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 17.02% | 11.27%+5.7pp | 133.59%-116.6pp | 35.65%-18.6pp |
| Employer contribution / active EE | $14,756 | $1,565+843.0% | $2,424+508.8% | $2,756+435.4% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $4,416-100.0% | $4,299-100.0% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |