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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 | $395,645 | $97,125+307.4% | $86,233+358.8% | $137,256+188.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 17.18% | 74.19%-57.0pp | 61.39%-44.2pp | 220.34%-203.2pp |
| Employer contribution / active EE | $15,702 | $2,841+452.7% | $2,504+527.0% | $4,156+277.8% |
| Participant deferral / active EE | $14,205 | $5,180+174.2% | $4,559+211.6% | $6,407+121.7% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |