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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 | $527,078 | $77,449+580.6% | $69,483+658.6% | $152,909+244.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.84% | 39.09%-23.3pp | 28.99%-13.1pp | 345.46%-329.6pp |
| Employer contribution / active EE | $8,379 | $3,316+152.7% | $2,780+201.4% | $4,764+75.9% |
| Participant deferral / active EE | $10,923 | $4,415+147.4% | $3,537+208.8% | $5,851+86.7% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |