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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 | $311,475 | $110,410+182.1% | $102,437+204.1% | $145,897+113.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.20% | 24.85%-13.6pp | 24.95%-13.7pp | 552.29%-541.1pp |
| Employer contribution / active EE | $6,109 | $4,217+44.9% | $3,871+57.8% | $4,663+31.0% |
| Participant deferral / active EE | $3,418 | $5,622-39.2% | $5,060-32.5% | $6,689-48.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |