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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 | $300,731 | $60,349+398.3% | $74,184+305.4% | $62,881+378.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.47% | 21.38%-13.9pp | 17.74%-10.3pp | 20.14%-12.7pp |
| Employer contribution / active EE | $10,355 | $1,680+516.3% | $2,370+336.9% | $2,281+354.0% |
| Participant deferral / active EE | $5,187 | $2,856+81.6% | $3,550+46.1% | $3,203+62.0% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |