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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 | $296,207 | $71,873+312.1% | $86,698+241.7% | $68,490+332.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 2.48% | 3.54%-1.1pp | 35.96%-33.5pp | -7.85%+10.3pp |
| Employer contribution / active EE | $26,690 | $2,173+1128.0% | $2,837+840.8% | $2,597+927.8% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $143 | $6,110-97.7% | $7,492-98.1% | $5,403-97.4% |