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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 | $328,008 | $65,712+399.2% | $57,196+473.5% | $273,972+19.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 3.47% | 22.01%-18.5pp | 14.59%-11.1pp | 41.46%-38.0pp |
| Employer contribution / active EE | $26,636 | $3,280+712.0% | $2,683+892.8% | $4,869+447.1% |
| Participant deferral / active EE | $15,000 | $3,782+296.6% | $3,096+384.5% | $5,287+183.7% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |