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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 | $855,010 | $106,247+704.7% | $96,515+785.9% | $139,466+513.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.81% | 38.47%-18.7pp | 35.73%-15.9pp | 373.66%-353.9pp |
| Employer contribution / active EE | $13,546 | $4,106+229.9% | $3,740+262.2% | $4,754+184.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $85 | $7,885-98.9% | $6,735-98.7% | $11,409-99.3% |