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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 | $412,187 | $65,712+527.3% | $57,196+620.7% | $273,972+50.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 7.00% | 22.01%-15.0pp | 14.59%-7.6pp | 41.46%-34.5pp |
| Employer contribution / active EE | $12,600 | $3,280+284.1% | $2,683+369.6% | $4,869+158.8% |
| Participant deferral / active EE | $12,600 | $3,782+233.2% | $3,096+307.0% | $5,287+138.3% |
| Admin fee / account holder | $11 | $4,838-99.8% | $3,141-99.6% | $10,133-99.9% |