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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 | $320,711 | $58,828+445.2% | $78,002+311.2% | $62,881+410.0% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.96% | 17.16%-9.2pp | 425.99%-418.0pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,179 | $1,672+329.5% | $2,470+190.6% | $2,281+214.8% |
| Participant deferral / active EE | $5,355 | $2,686+99.4% | $3,497+53.1% | $3,203+67.2% |
| Admin fee / account holder | $26 | $4,393-99.4% | $5,481-99.5% | $4,296-99.4% |