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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 | $2,839,359 | $337,732+740.7% | $337,732+740.7% | $534,210+431.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 79.0%+21.0pp | 89.6%+10.4pp |
| Annual return | 3.89% | 10.11%-6.2pp | 10.26%-6.4pp | 10.40%-6.5pp |
| Employer contribution / active EE | $56,000 | $9,330+500.2% | $9,009+521.6% | $19,440+188.1% |
| Participant deferral / active EE | $0 | $3,000-100.0% | $2,768-100.0% | $11,136-100.0% |
| Admin fee / account holder | $0 | $3,556-100.0% | $3,556-100.0% | $14,821-100.0% |