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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 | $798,840 | $116,203+587.5% | $93,621+753.3% | $152,897+422.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 27.31% | 35.96%-8.7pp | 32.76%-5.5pp | 345.43%-318.1pp |
| Employer contribution / active EE | $27,500 | $3,219+754.3% | $2,719+911.5% | $4,764+477.3% |
| Participant deferral / active EE | $14,664 | $4,605+218.5% | $4,070+260.3% | $5,851+150.6% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |