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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 | $551,507 | $111,814+393.2% | $103,374+433.5% | $145,959+277.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 24.77%-8.8pp | 24.89%-8.9pp | 561.95%-546.0pp |
| Employer contribution / active EE | $20,731 | $4,214+392.0% | $3,869+435.8% | $4,661+344.8% |
| Participant deferral / active EE | $11,850 | $5,618+110.9% | $5,058+134.3% | $6,689+77.2% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |