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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 | $878,021 | $111,535+687.2% | $105,223+734.4% | $137,256+539.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.98% | 237.85%-223.9pp | 180.65%-166.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $15,963 | $3,939+305.2% | $3,689+332.8% | $4,156+284.1% |
| Participant deferral / active EE | $2,245 | $5,500-59.2% | $5,072-55.7% | $6,407-65.0% |
| Admin fee / account holder | $6 | $9,721-99.9% | $8,859-99.9% | $12,270-99.9% |