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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 | $368,126 | $99,345+270.6% | $84,753+334.4% | $273,972+34.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.82% | 22.93%-14.1pp | 22.78%-14.0pp | 41.46%-32.6pp |
| Employer contribution / active EE | $9,000 | $4,214+113.6% | $3,574+151.8% | $4,869+84.9% |
| Participant deferral / active EE | $16,045 | $4,270+275.8% | $3,712+332.3% | $5,287+203.5% |
| Admin fee / account holder | $233 | $6,645-96.5% | $5,333-95.6% | $10,133-97.7% |