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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 | $351,816 | $123,000+186.0% | $105,582+233.2% | $198,609+77.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 5.80% | 18.31%-12.5pp | 18.61%-12.8pp | 202.70%-196.9pp |
| Employer contribution / active EE | $46,500 | $3,582+1198.2% | $2,984+1458.3% | $5,055+819.8% |
| Participant deferral / active EE | $32,875 | $5,013+555.8% | $4,353+655.2% | $6,977+371.2% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |