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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 | $979,339 | $162,812+501.5% | $133,971+631.0% | $158,966+516.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 14.38% | 41.94%-27.6pp | 45.09%-30.7pp | 302.95%-288.6pp |
| Employer contribution / active EE | $9,000 | $4,976+80.9% | $3,919+129.7% | $4,762+89.0% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $63 | $11,741-99.5% | $8,929-99.3% | $11,250-99.4% |