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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 | $265,150 | $167,533+58.3% | $151,645+74.8% | $134,545+97.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.81%-7.8pp | 3.34%-3.3pp | 418.37%-418.4pp |
| Employer contribution / active EE | $2,961 | $6,828-56.6% | $6,165-52.0% | $4,742-37.6% |
| Participant deferral / active EE | $14,361 | $8,985+59.8% | $8,363+71.7% | $6,401+124.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |