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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 | $490,286 | $106,115+362.0% | $85,969+470.3% | $125,389+291.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.20% | 13.93%-12.7pp | 9.32%-8.1pp | 282.24%-281.0pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $8,366 | $4,859+72.2% | $3,829+118.5% | $5,352+56.3% |
| Admin fee / account holder | $101 | $8,144-98.8% | $6,053-98.3% | $9,541-98.9% |