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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 | $327,464 | $97,881+234.6% | $80,004+309.3% | $125,389+161.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 73.0%+2.0pp | 83.2%-8.2pp |
| Annual return | 0.00% | 9.36%-9.4pp | 7.63%-7.6pp | 282.24%-282.2pp |
| Employer contribution / active EE | $6,285 | $3,128+100.9% | $2,473+154.2% | $4,866+29.1% |
| Participant deferral / active EE | $12,938 | $3,744+245.5% | $3,204+303.8% | $5,352+141.8% |
| Admin fee / account holder | $25 | $6,278-99.6% | $5,033-99.5% | $9,541-99.7% |