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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 | $272,415 | $64,359+323.3% | $90,161+202.1% | $70,126+288.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.56% | 28.13%-9.6pp | 34.89%-16.3pp | 73.15%-54.6pp |
| Employer contribution / active EE | $23,118 | $2,046+1030.1% | $3,318+596.7% | $2,343+886.9% |
| Participant deferral / active EE | $0 | $4,389-100.0% | $5,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $3,945-100.0% | $5,943-100.0% | $4,645-100.0% |