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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 | $496,505 | $103,392+380.2% | $87,104+470.0% | $152,897+224.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 0.00% | 28.10%-28.1pp | 28.19%-28.2pp | 345.43%-345.4pp |
| Employer contribution / active EE | $2,306 | $3,221-28.4% | $2,521-8.5% | $4,764-51.6% |
| Participant deferral / active EE | $11,495 | $4,778+140.6% | $4,048+183.9% | $5,851+96.5% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |