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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 | $418,423 | $124,351+236.5% | $109,188+283.2% | $167,553+149.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 17.45% | 26.04%-8.6pp | 25.76%-8.3pp | 478.89%-461.4pp |
| Employer contribution / active EE | $13,047 | $4,210+209.9% | $3,723+250.4% | $4,840+169.6% |
| Participant deferral / active EE | $14,061 | $5,257+167.5% | $4,654+202.1% | $6,343+121.7% |
| Admin fee / account holder | $27 | $7,975-99.7% | $6,755-99.6% | $12,316-99.8% |