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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 | $474,877 | $110,379+330.2% | $102,412+363.7% | $145,884+225.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.54% | 24.84%-12.3pp | 24.94%-12.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $19,903 | $4,216+372.1% | $3,870+414.3% | $4,662+326.9% |
| Participant deferral / active EE | $16,971 | $5,622+201.9% | $5,060+235.4% | $6,690+153.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |