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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 | $391,063 | $76,312+412.5% | $67,221+481.8% | $158,982+146.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 12.07% | 22.77%-10.7pp | 20.72%-8.7pp | 302.99%-290.9pp |
| Employer contribution / active EE | $8,637 | $4,476+92.9% | $3,723+132.0% | $4,763+81.3% |
| Participant deferral / active EE | $24,834 | $5,264+371.8% | $4,384+466.5% | $5,983+315.0% |
| Admin fee / account holder | $20 | $8,005-99.8% | $5,844-99.7% | $11,252-99.8% |