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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 | $639,659 | $97,881+553.5% | $80,004+699.5% | $125,393+410.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | 4.00% | 9.36%-5.4pp | 7.63%-3.6pp | 282.23%-278.2pp |
| Employer contribution / active EE | $29,445 | $3,128+841.5% | $2,473+1090.8% | $4,866+505.1% |
| Participant deferral / active EE | $0 | $3,744-100.0% | $3,204-100.0% | $5,351-100.0% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |