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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 | $522,033 | $90,486+476.9% | $78,676+563.5% | $273,972+90.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.18% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $19,975 | $3,175+529.1% | $2,850+600.9% | $4,869+310.3% |
| Participant deferral / active EE | $13,040 | $3,901+234.3% | $3,517+270.8% | $5,287+146.6% |
| Admin fee / account holder | $34 | $5,263-99.4% | $4,510-99.3% | $10,133-99.7% |