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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 | $558,229 | $162,812+242.9% | $133,971+316.7% | $158,966+251.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 29.85% | 41.94%-12.1pp | 45.09%-15.2pp | 302.95%-273.1pp |
| Employer contribution / active EE | $32,561 | $4,976+554.4% | $3,919+730.9% | $4,762+583.7% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |