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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 | $521,408 | $162,812+220.3% | $133,971+289.2% | $158,966+228.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.25% | 41.94%-29.7pp | 45.09%-32.8pp | 302.95%-290.7pp |
| Employer contribution / active EE | $11,002 | $4,976+121.1% | $3,919+180.8% | $4,762+131.0% |
| Participant deferral / active EE | $14,155 | $5,910+139.5% | $5,047+180.5% | $5,983+136.6% |
| Admin fee / account holder | $0 | $11,741-100.0% | $8,929-100.0% | $11,250-100.0% |