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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 | $489,214 | $153,311+219.1% | $109,313+347.5% | $273,972+78.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.32% | 29.86%-22.5pp | 22.07%-14.7pp | 41.46%-34.1pp |
| Employer contribution / active EE | $16,823 | $5,619+199.4% | $3,892+332.3% | $4,869+245.5% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.4% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |