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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 | $663,360 | $70,532+840.5% | $68,948+862.1% | $137,256+383.3% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 21.05% | 32.56%-11.5pp | 28.39%-7.3pp | 220.34%-199.3pp |
| Employer contribution / active EE | $30,459 | $4,355+599.4% | $4,165+631.4% | $4,156+632.9% |
| Participant deferral / active EE | $23,500 | $6,773+246.9% | $6,186+279.9% | $6,407+266.8% |
| Admin fee / account holder | $0 | $7,916-100.0% | $7,539-100.0% | $12,270-100.0% |