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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 | $755,817 | $147,556+412.2% | $129,031+485.8% | $198,609+280.6% |
| Participation rate | 100.0% | 77.2%+22.8pp | 73.4%+26.6pp | 82.4%+17.6pp |
| Annual return | 8.28% | 37.41%-29.1pp | 34.67%-26.4pp | 202.70%-194.4pp |
| Employer contribution / active EE | $46,500 | $3,645+1175.8% | $3,226+1341.4% | $5,055+819.8% |
| Participant deferral / active EE | $30,250 | $5,760+425.2% | $5,217+479.8% | $6,977+333.6% |
| Admin fee / account holder | $135 | $15,467-99.1% | $13,208-99.0% | $19,030-99.3% |