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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 | $413,139 | $153,311+169.5% | $109,313+277.9% | $273,972+50.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.21% | 29.86%-22.7pp | 22.07%-14.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $51,500 | $5,619+816.5% | $3,892+1223.2% | $4,869+957.8% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |