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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 | $349,690 | $110,337+216.9% | $102,383+241.6% | $145,877+139.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 24.83%-9.7pp | 24.94%-9.8pp | 551.28%-536.1pp |
| Employer contribution / active EE | $6,101 | $4,216+44.7% | $3,870+57.6% | $4,663+30.8% |
| Participant deferral / active EE | $36,199 | $5,621+544.0% | $5,060+615.4% | $6,691+441.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |