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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 | $457,993 | $90,509+406.0% | $78,693+482.0% | $273,968+67.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.41% | 75.61%-69.2pp | 62.18%-55.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $9,012 | $3,175+183.8% | $2,850+216.2% | $4,869+85.1% |
| Participant deferral / active EE | $22,000 | $3,901+463.9% | $3,517+525.6% | $5,287+316.1% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |