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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 | $898,584 | $127,779+603.2% | $106,551+743.3% | $167,518+436.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 22.50% | 33.87%-11.4pp | 26.80%-4.3pp | 478.71%-456.2pp |
| Employer contribution / active EE | $8,431 | $3,427+146.0% | $2,819+199.1% | $4,838+74.2% |
| Participant deferral / active EE | $13,015 | $5,088+155.8% | $4,398+195.9% | $6,342+105.2% |
| Admin fee / account holder | $0 | $11,228-100.0% | $7,408-100.0% | $12,312-100.0% |