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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 | $383,302 | $87,546+337.8% | $75,784+405.8% | $125,389+205.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.37% | 13.49%-13.1pp | 9.68%-9.3pp | 282.24%-281.9pp |
| Employer contribution / active EE | $14,135 | $3,930+259.7% | $3,323+325.3% | $4,866+190.5% |
| Participant deferral / active EE | $12,387 | $4,230+192.9% | $3,652+239.2% | $5,352+131.5% |
| Admin fee / account holder | $2 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |