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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 | $319,179 | $107,809+196.1% | $90,657+252.1% | $135,380+135.8% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 7.09% | -0.90%+8.0pp | 1.89%+5.2pp | 519.81%-512.7pp |
| Employer contribution / active EE | $3,313 | $3,018+9.8% | $2,532+30.9% | $4,779-30.7% |
| Participant deferral / active EE | $0 | $3,872-100.0% | $3,424-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |