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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 | $777,674 | $110,337+604.8% | $102,383+659.6% | $145,877+433.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.07% | 24.83%-13.8pp | 24.94%-13.9pp | 551.28%-540.2pp |
| Employer contribution / active EE | $37,865 | $4,216+798.1% | $3,870+878.4% | $4,663+712.0% |
| Participant deferral / active EE | $25,202 | $5,621+348.4% | $5,060+398.1% | $6,691+276.7% |
| Admin fee / account holder | $131 | $9,750-98.7% | $8,391-98.4% | $13,402-99.0% |