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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 | $712,285 | $157,296+352.8% | $141,191+404.5% | $152,897+365.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.21% | 64.34%-41.1pp | 71.41%-48.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $2,285 | $5,262-56.6% | $4,736-51.7% | $4,764-52.0% |
| Participant deferral / active EE | $6,443 | $7,111-9.4% | $6,710-4.0% | $5,851+10.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |