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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 | $656,653 | $116,190+465.2% | $93,614+601.4% | $152,885+329.5% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 12.44% | 35.96%-23.5pp | 32.76%-20.3pp | 345.39%-333.0pp |
| Employer contribution / active EE | $23,665 | $3,219+635.3% | $2,718+770.6% | $4,763+396.8% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20 | $10,749-99.8% | $7,889-99.7% | $11,598-99.8% |