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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 | $452,733 | $201,344+124.9% | $184,243+145.7% | $145,877+210.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.71% | 29.01%-13.3pp | 28.82%-13.1pp | 551.28%-535.6pp |
| Employer contribution / active EE | $3,651 | $7,022-48.0% | $6,427-43.2% | $4,663-21.7% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |