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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 | $77,419+580.8% | $69,461+658.8% | $152,885+244.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 15.84% | 39.07%-23.2pp | 28.97%-13.1pp | 345.39%-329.5pp |
| Employer contribution / active EE | $8,379 | $3,315+152.7% | $2,779+201.5% | $4,763+75.9% |
| Participant deferral / active EE | $10,923 | $4,414+147.5% | $3,536+208.9% | $5,851+86.7% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,840-100.0% | $11,598-100.0% |