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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 | $110,410+216.7% | $102,437+241.4% | $145,897+139.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 15.15% | 24.85%-9.7pp | 24.95%-9.8pp | 552.29%-537.1pp |
| Employer contribution / active EE | $6,101 | $4,217+44.7% | $3,871+57.6% | $4,663+30.8% |
| Participant deferral / active EE | $36,199 | $5,622+543.9% | $5,060+615.4% | $6,689+441.1% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |