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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 | $379,540 | $209,374+81.3% | $204,484+85.6% | $479,618-20.9% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | 6.17% | 0.62%+5.6pp | 1.17%+5.0pp | 101.32%-95.1pp |
| Employer contribution / active EE | $10,159 | $3,026+235.7% | $3,236+213.9% | $22,484-54.8% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,520-100.0% |