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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 | $791,431 | $115,911+582.8% | $100,530+687.3% | $158,950+397.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 9.98% | 34.80%-24.8pp | 30.89%-20.9pp | 302.91%-292.9pp |
| Employer contribution / active EE | $13,827 | $4,104+236.9% | $3,418+304.5% | $4,762+190.4% |
| Participant deferral / active EE | $21,667 | $6,676+224.5% | $6,271+245.5% | $5,983+262.2% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |