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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 | $308,198 | $112,729+173.4% | $98,716+212.2% | $137,256+124.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 14.47% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.9pp |
| Employer contribution / active EE | $10,188 | $2,725+273.8% | $2,279+347.1% | $4,156+145.1% |
| Participant deferral / active EE | $9,340 | $4,640+101.3% | $4,048+130.8% | $6,407+45.8% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |