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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 | $339,101 | $65,696+416.2% | $56,429+500.9% | $147,586+129.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 11.52% | 13.32%-1.8pp | 19.04%-7.5pp | 578.59%-567.1pp |
| Employer contribution / active EE | $6,048 | $4,121+46.8% | $3,405+77.6% | $4,876+24.0% |
| Participant deferral / active EE | $16,800 | $4,876+244.6% | $3,951+325.2% | $5,439+208.9% |
| Admin fee / account holder | $0 | $5,947-100.0% | $4,466-100.0% | $10,886-100.0% |