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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 | $346,269 | $101,795+240.2% | $165,100+109.7% | $80,959+327.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.68% | 16.73%+1.0pp | 70.21%-52.5pp | 35.67%-18.0pp |
| Employer contribution / active EE | $15,931 | $2,954+439.4% | $4,348+266.4% | $2,757+477.8% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1 | $8,221-100.0% | $12,696-100.0% | $6,925-100.0% |