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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 | $935,385 | $90,504+933.5% | $78,690+1088.7% | $273,965+241.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.42% | 75.61%-70.2pp | 62.18%-56.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $29,459 | $3,176+827.6% | $2,851+933.4% | $4,869+505.1% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,511-100.0% | $10,132-100.0% |