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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 | $255,469 | $113,941+124.2% | $94,229+171.1% | $125,389+103.7% |
| Participation rate | 75.0% | 82.9%-7.9pp | 78.8%-3.8pp | 83.2%-8.2pp |
| Annual return | 4.93% | 5.29%-0.4pp | 10.68%-5.7pp | 282.24%-277.3pp |
| Employer contribution / active EE | $16,961 | $4,727+258.8% | $3,587+372.9% | $4,866+248.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |