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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 | $278,982 | $167,415+66.6% | $140,514+98.5% | $198,609+40.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 6.51% | 13.85%-7.3pp | 14.36%-7.8pp | 202.70%-196.2pp |
| Employer contribution / active EE | $9,130 | $4,088+123.4% | $3,378+170.3% | $5,055+80.6% |
| Participant deferral / active EE | $0 | $5,579-100.0% | $4,919-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $16,730-100.0% | $13,697-100.0% | $19,030-100.0% |