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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 | $354,331 | $96,965+265.4% | $97,995+261.6% | $147,586+140.1% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 15.91% | 24.11%-8.2pp | 23.94%-8.0pp | 578.59%-562.7pp |
| Employer contribution / active EE | $19,325 | $4,536+326.0% | $4,158+364.7% | $4,876+296.3% |
| Participant deferral / active EE | $0 | $5,081-100.0% | $5,097-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,886-100.0% |