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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 | $318,301 | $88,707+258.8% | $74,184+329.1% | $273,972+16.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.76% | 11.94%-5.2pp | 17.74%-11.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,729 | $3,159-13.6% | $2,370+15.1% | $4,869-44.0% |
| Participant deferral / active EE | $7,320 | $4,212+73.8% | $3,550+106.2% | $5,287+38.5% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |