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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 | $478,671 | $123,000+289.2% | $105,582+353.4% | $198,609+141.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 6.68% | 18.31%-11.6pp | 18.61%-11.9pp | 202.70%-196.0pp |
| Employer contribution / active EE | $14,835 | $3,582+314.2% | $2,984+397.1% | $5,055+193.4% |
| Participant deferral / active EE | $19,526 | $5,013+289.5% | $4,353+348.5% | $6,977+179.9% |
| Admin fee / account holder | $0 | $16,254-100.0% | $12,856-100.0% | $19,030-100.0% |