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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 | $562,922 | $106,280+429.7% | $96,538+483.1% | $139,487+303.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.12% | 38.48%-25.4pp | 35.74%-22.6pp | 373.84%-360.7pp |
| Employer contribution / active EE | $30,150 | $4,107+634.1% | $3,740+706.1% | $4,755+534.1% |
| Participant deferral / active EE | $0 | $5,457-100.0% | $4,880-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |