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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 | $307,447 | $136,307+125.6% | $106,619+188.4% | $273,972+12.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 9.35% | 11.05%-1.7pp | 9.42%-0.1pp | 41.46%-32.1pp |
| Employer contribution / active EE | $16,593 | $5,190+219.7% | $3,947+320.4% | $4,869+240.8% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $236 | $8,625-97.3% | $6,418-96.3% | $10,133-97.7% |