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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 | $268,127 | $56,894+371.3% | $84,753+216.4% | $62,881+326.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.83% | 6.30%+2.5pp | 22.78%-14.0pp | 20.14%-11.3pp |
| Employer contribution / active EE | $10,749 | $2,400+347.9% | $3,574+200.7% | $2,281+371.2% |
| Participant deferral / active EE | $5,776 | $2,709+113.2% | $3,712+55.6% | $3,203+80.3% |
| Admin fee / account holder | $50 | $3,581-98.6% | $5,333-99.1% | $4,296-98.8% |