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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 | $693,239 | $153,311+352.2% | $109,313+534.2% | $273,972+153.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.89% | 29.86%-23.0pp | 22.07%-15.2pp | 41.46%-34.6pp |
| Employer contribution / active EE | $29,441 | $5,619+423.9% | $3,892+656.4% | $4,869+504.7% |
| Participant deferral / active EE | $0 | $3,932-100.0% | $3,166-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |