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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 | $517,545 | $84,236+514.4% | $170,435+203.7% | $70,126+638.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.55% | 23.06%-6.5pp | 205.94%-189.4pp | 73.15%-56.6pp |
| Employer contribution / active EE | $28,152 | $3,387+731.1% | $5,432+418.2% | $2,343+1101.8% |
| Participant deferral / active EE | $12,841 | $3,086+316.1% | $4,939+160.0% | $3,332+285.4% |
| Admin fee / account holder | $8 | $5,698-99.9% | $13,881-99.9% | $4,645-99.8% |