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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 | $667,722 | $127,790+422.5% | $106,555+526.6% | $167,536+298.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 19.72% | 33.88%-14.2pp | 26.80%-7.1pp | 478.82%-459.1pp |
| Employer contribution / active EE | $3,577 | $3,428+4.4% | $2,819+26.9% | $4,839-26.1% |
| Participant deferral / active EE | $17,333 | $5,088+240.6% | $4,399+294.1% | $6,342+173.3% |
| Admin fee / account holder | $0 | $11,229-100.0% | $7,408-100.0% | $12,315-100.0% |