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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 | $670,819 | $110,379+507.7% | $102,412+555.0% | $145,884+359.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 24.84%-11.4pp | 24.94%-11.5pp | 551.85%-538.4pp |
| Employer contribution / active EE | $10,504 | $4,216+149.1% | $3,870+171.4% | $4,662+125.3% |
| Participant deferral / active EE | $13,835 | $5,622+146.1% | $5,060+173.4% | $6,690+106.8% |
| Admin fee / account holder | $13 | $9,745-99.9% | $8,388-99.8% | $13,392-99.9% |