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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 | $856,193 | $95,188+799.5% | $76,518+1018.9% | $135,380+532.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | 8.70% | 4.85%+3.8pp | -0.27%+9.0pp | 519.81%-511.1pp |
| Employer contribution / active EE | $28,200 | $3,303+753.9% | $2,647+965.3% | $4,779+490.1% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |