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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 | $358,605 | $103,387+246.9% | $87,102+311.7% | $152,885+134.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 22.12% | 28.10%-6.0pp | 28.19%-6.1pp | 345.39%-323.3pp |
| Employer contribution / active EE | $16,725 | $3,221+419.3% | $2,521+563.3% | $4,763+251.1% |
| Participant deferral / active EE | $11,309 | $4,778+136.7% | $4,048+179.4% | $5,851+93.3% |
| Admin fee / account holder | $0 | $12,193-100.0% | $7,491-100.0% | $11,598-100.0% |