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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 | $606,610 | $100,279+504.9% | $81,353+645.6% | $145,884+315.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 15.75% | 34.49%-18.7pp | 24.82%-9.1pp | 551.85%-536.1pp |
| Employer contribution / active EE | $16,696 | $2,979+460.4% | $2,464+577.6% | $4,662+258.1% |
| Participant deferral / active EE | $9,225 | $4,611+100.1% | $3,885+137.5% | $6,690+37.9% |
| Admin fee / account holder | $0 | $8,206-100.0% | $5,766-100.0% | $13,392-100.0% |