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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 | $407,772 | $104,664+289.6% | $85,693+375.9% | $167,518+143.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 9.42% | 21.45%-12.0pp | 21.49%-12.1pp | 478.71%-469.3pp |
| Employer contribution / active EE | $9,320 | $3,337+179.3% | $2,618+256.0% | $4,838+92.6% |
| Participant deferral / active EE | $22,375 | $4,824+363.8% | $3,923+470.4% | $6,342+252.8% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,874-100.0% | $12,312-100.0% |