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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 | $389,632 | $85,024+358.3% | $70,544+452.3% | $139,466+179.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 15.32% | 30.39%-15.1pp | 32.79%-17.5pp | 373.66%-358.3pp |
| Employer contribution / active EE | $9,290 | $3,912+137.5% | $2,976+212.2% | $4,754+95.4% |
| Participant deferral / active EE | $25,495 | $5,891+332.8% | $4,568+458.1% | $6,712+279.9% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |