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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 | $623,593 | $124,980+399.0% | $108,359+475.5% | $154,746+303.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 12.67% | 45.00%-32.3pp | 36.89%-24.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $13,258 | $2,851+365.1% | $2,399+452.5% | $4,379+202.7% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |