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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 | $110,379+399.6% | $102,412+438.5% | $145,884+278.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.96% | 24.84%-8.9pp | 24.94%-9.0pp | 551.85%-535.9pp |
| Employer contribution / active EE | $20,731 | $4,216+391.7% | $3,870+435.7% | $4,662+344.7% |
| Participant deferral / active EE | $11,850 | $5,622+110.8% | $5,060+134.2% | $6,690+77.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |