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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 | $288,605 | $96,558+198.9% | $80,977+256.4% | $273,972+5.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 2.84% | 15.14%-12.3pp | 17.11%-14.3pp | 41.46%-38.6pp |
| Employer contribution / active EE | $6,004 | $4,869+23.3% | $3,715+61.6% | $4,869+23.3% |
| Participant deferral / active EE | $11,296 | $6,598+71.2% | $5,696+98.3% | $5,287+113.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $5,517-100.0% | $10,133-100.0% |