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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 | $678,269 | $106,115+539.2% | $85,969+689.0% | $125,388+440.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 2.73% | 13.93%-11.2pp | 9.32%-6.6pp | 282.24%-279.5pp |
| Employer contribution / active EE | $53,000 | $4,537+1068.2% | $3,474+1425.4% | $4,866+989.2% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $153 | $8,144-98.1% | $6,053-97.5% | $9,541-98.4% |