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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 | $268,668 | $99,032+171.3% | $80,022+235.7% | $135,380+98.5% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | 0.54% | 15.39%-14.9pp | 11.22%-10.7pp | 519.81%-519.3pp |
| Employer contribution / active EE | $1,350 | $3,043-55.6% | $2,468-45.3% | $4,779-71.8% |
| Participant deferral / active EE | $1,350 | $4,282-68.5% | $3,686-63.4% | $5,609-75.9% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |