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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 | $338,832 | $117,895+187.4% | $102,460+230.7% | $145,897+132.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.23% | 31.92%-19.7pp | 29.47%-17.2pp | 552.29%-540.1pp |
| Employer contribution / active EE | $14,668 | $3,619+305.3% | $3,025+384.9% | $4,663+214.6% |
| Participant deferral / active EE | $8,368 | $5,736+45.9% | $5,056+65.5% | $6,689+25.1% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |