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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 | $354,309 | $53,128+566.9% | $86,582+309.2% | $70,126+405.2% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 17.30% | 27.66%-10.4pp | 965.08%-947.8pp | 73.15%-55.8pp |
| Employer contribution / active EE | $22,431 | $2,068+984.7% | $2,839+690.0% | $2,343+857.6% |
| Participant deferral / active EE | $0 | $2,695-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $284 | $3,584-92.1% | $4,904-94.2% | $4,645-93.9% |