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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 | $401,694 | $106,115+278.5% | $85,969+367.3% | $125,393+220.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 4.64% | 13.93%-9.3pp | 9.32%-4.7pp | 282.23%-277.6pp |
| Employer contribution / active EE | $8,491 | $4,537+87.1% | $3,474+144.4% | $4,866+74.5% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |