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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 | $297,592 | $105,623+181.7% | $87,502+240.1% | $273,972+8.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.04% | 12.26%-5.2pp | 12.21%-5.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $10,055 | $3,141+220.2% | $2,550+294.3% | $4,869+106.5% |
| Participant deferral / active EE | $7,545 | $3,601+109.5% | $3,149+139.6% | $5,287+42.7% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,133-100.0% |