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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 | $250,476 | $99,345+152.1% | $84,753+195.5% | $273,972-8.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | 22.93%-22.9pp | 22.78%-22.8pp | 41.46%-41.5pp |
| Employer contribution / active EE | $5,126 | $4,214+21.6% | $3,574+43.4% | $4,869+5.3% |
| Participant deferral / active EE | $5,610 | $4,270+31.4% | $3,712+51.1% | $5,287+6.1% |
| Admin fee / account holder | $130 | $6,645-98.0% | $5,333-97.6% | $10,133-98.7% |