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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 | $780,905 | $115,810+574.3% | $101,271+671.1% | $158,966+391.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.29% | 56.15%-45.9pp | 46.48%-36.2pp | 302.95%-292.7pp |
| Employer contribution / active EE | $12,222 | $4,175+192.7% | $3,660+233.9% | $4,762+156.6% |
| Participant deferral / active EE | $10,768 | $4,958+117.2% | $4,371+146.4% | $5,983+80.0% |
| Admin fee / account holder | $101 | $7,248-98.6% | $5,948-98.3% | $11,250-99.1% |