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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 | $297,396 | $99,345+199.4% | $84,753+250.9% | $273,972+8.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.11% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $13,751 | $4,214+226.3% | $3,574+284.7% | $4,869+182.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $281 | $6,645-95.8% | $5,333-94.7% | $10,133-97.2% |