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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 | $309,352 | $116,203+166.2% | $93,621+230.4% | $152,909+102.3% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 13.75% | 35.96%-22.2pp | 32.76%-19.0pp | 345.46%-331.7pp |
| Employer contribution / active EE | $1,402 | $3,219-56.4% | $2,719-48.4% | $4,764-70.6% |
| Participant deferral / active EE | $1,402 | $4,605-69.6% | $4,070-65.5% | $5,851-76.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |