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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 | $442,676 | $215,361+105.6% | $171,082+158.8% | $273,972+61.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.63% | 25.14%-18.5pp | 32.56%-25.9pp | 41.46%-34.8pp |
| Employer contribution / active EE | $21,347 | $4,967+329.8% | $4,002+433.4% | $4,869+338.4% |
| Participant deferral / active EE | $2,000 | $5,543-63.9% | $4,797-58.3% | $5,287-62.2% |
| Admin fee / account holder | $0 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |