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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 | $399,025 | $102,245+290.3% | $89,340+346.6% | $137,256+190.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.76% | 21.89%-8.1pp | 20.57%-6.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $8,333 | $2,529+229.5% | $2,231+273.5% | $4,156+100.5% |
| Participant deferral / active EE | $0 | $4,436-100.0% | $3,823-100.0% | $6,407-100.0% |
| Admin fee / account holder | $21 | $8,085-99.7% | $6,704-99.7% | $12,270-99.8% |