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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 | $643,402 | $106,247+505.6% | $96,515+566.6% | $139,466+361.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.89% | 38.47%-23.6pp | 35.73%-20.8pp | 373.66%-358.8pp |
| Employer contribution / active EE | $32,562 | $4,106+693.1% | $3,740+770.8% | $4,754+585.0% |
| Participant deferral / active EE | $23,937 | $5,456+338.8% | $4,880+390.5% | $6,712+256.6% |
| Admin fee / account holder | $100 | $7,885-98.7% | $6,735-98.5% | $11,409-99.1% |