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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 | $402,796 | $215,361+87.0% | $171,082+135.4% | $273,972+47.0% |
| Participation rate | 70.0% | 82.0%-12.0pp | 76.7%-6.7pp | 83.0%-13.0pp |
| Annual return | 2.77% | 25.14%-22.4pp | 32.56%-29.8pp | 41.46%-38.7pp |
| Employer contribution / active EE | $17,018 | $4,967+242.6% | $4,002+325.2% | $4,869+249.5% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |