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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 | $835,302 | $106,115+687.2% | $85,969+871.6% | $125,389+566.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | 1.98% | 13.93%-12.0pp | 9.32%-7.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $40,485 | $4,537+792.3% | $3,474+1065.2% | $4,866+732.0% |
| Participant deferral / active EE | $0 | $4,859-100.0% | $3,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $8,144-100.0% | $6,053-100.0% | $9,541-100.0% |