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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 | $734,181 | $113,338+547.8% | $94,993+672.9% | $147,586+397.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 18.23% | 20.80%-2.6pp | 27.14%-8.9pp | 578.59%-560.4pp |
| Employer contribution / active EE | $25,833 | $3,160+717.4% | $2,603+892.3% | $4,876+429.8% |
| Participant deferral / active EE | $0 | $3,777-100.0% | $3,317-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1 | $6,063-100.0% | $4,960-100.0% | $10,886-100.0% |