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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 | $379,817 | $90,486+319.8% | $78,676+382.8% | $273,972+38.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.77% | 75.62%-68.9pp | 62.19%-55.4pp | 41.46%-34.7pp |
| Employer contribution / active EE | $18,810 | $3,175+492.4% | $2,850+560.0% | $4,869+286.3% |
| Participant deferral / active EE | $8,578 | $3,901+119.9% | $3,517+143.9% | $5,287+62.2% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |