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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 | $785,888 | $127,779+515.0% | $106,551+637.6% | $167,518+369.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 26.81% | 33.87%-7.1pp | 26.80%0pp | 478.71%-451.9pp |
| Employer contribution / active EE | $12,500 | $3,427+264.7% | $2,819+343.4% | $4,838+158.3% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |