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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 | $301,113 | $88,707+239.4% | $74,184+305.9% | $273,972+9.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.61% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.8pp |
| Employer contribution / active EE | $18,847 | $3,159+496.5% | $2,370+695.2% | $4,869+287.1% |
| Participant deferral / active EE | $8,215 | $4,212+95.1% | $3,550+131.4% | $5,287+55.4% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |