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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 | $555,297 | $106,280+422.5% | $96,538+475.2% | $139,487+298.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.25% | 38.48%-18.2pp | 35.74%-15.5pp | 373.84%-353.6pp |
| Employer contribution / active EE | $10,527 | $4,107+156.3% | $3,740+181.5% | $4,755+121.4% |
| Participant deferral / active EE | $14,690 | $5,457+169.2% | $4,880+201.0% | $6,713+118.8% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |