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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 | $106,588+230.1% | $94,215+273.4% | $155,188+126.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 70.0%+30.0pp | 80.8%+19.2pp |
| Annual return | 5.80% | 29.39%-23.6pp | 28.22%-22.4pp | 148.84%-143.0pp |
| Employer contribution / active EE | $46,500 | $3,080+1409.9% | $2,675+1638.2% | $4,248+994.7% |
| Participant deferral / active EE | $32,875 | $4,802+584.6% | $4,276+668.9% | $6,531+403.4% |
| Admin fee / account holder | $0 | $12,281-100.0% | $10,216-100.0% | $14,480-100.0% |