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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 | $327,250 | $79,955+309.3% | $98,461+232.4% | $75,173+335.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 37.06% | 19.75%+17.3pp | 21.17%+15.9pp | 160.72%-123.7pp |
| Employer contribution / active EE | $6,122 | $2,264+170.4% | $3,049+100.8% | $2,671+129.2% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $6,841-100.0% | $8,961-100.0% | $5,651-100.0% |