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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 | $538,147 | $124,330+332.8% | $109,173+392.9% | $167,536+221.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 21.86% | 26.04%-4.2pp | 25.75%-3.9pp | 478.82%-457.0pp |
| Employer contribution / active EE | $14,202 | $4,209+237.4% | $3,723+281.5% | $4,839+193.5% |
| Participant deferral / active EE | $2,127 | $5,256-59.5% | $4,654-54.3% | $6,342-66.5% |
| Admin fee / account holder | $5 | $7,974-99.9% | $6,755-99.9% | $12,315-100.0% |