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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 | $321,100 | $112,729+184.8% | $98,716+225.3% | $137,256+133.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 19.37% | 38.48%-19.1pp | 31.81%-12.4pp | 220.34%-201.0pp |
| Employer contribution / active EE | $8,773 | $2,725+221.9% | $2,279+285.0% | $4,156+111.1% |
| Participant deferral / active EE | $10,333 | $4,640+122.7% | $4,048+155.3% | $6,407+61.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |