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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 | $485,850 | $97,751+397.0% | $103,447+369.7% | $145,877+233.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 36.92% | 25.43%+11.5pp | 23.92%+13.0pp | 551.28%-514.4pp |
| Employer contribution / active EE | $14,860 | $4,684+217.2% | $4,678+217.7% | $4,663+218.7% |
| Participant deferral / active EE | $25,500 | $6,603+286.2% | $6,624+285.0% | $6,691+281.1% |
| Admin fee / account holder | $0 | $12,515-100.0% | $9,415-100.0% | $13,402-100.0% |