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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 | $613,414 | $165,939+269.7% | $122,354+401.3% | $147,586+315.6% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.92% | 34.56%-15.6pp | 30.28%-11.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $16,117 | $5,754+180.1% | $4,051+297.9% | $4,876+230.5% |
| Participant deferral / active EE | $15,533 | $4,005+287.8% | $3,287+372.5% | $5,439+185.6% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |