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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 | $492,893 | $90,486+444.7% | $78,676+526.5% | $273,972+79.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | 75.62%-68.4pp | 62.19%-55.0pp | 41.46%-34.3pp |
| Employer contribution / active EE | $21,506 | $3,175+577.4% | $2,850+654.6% | $4,869+341.7% |
| Participant deferral / active EE | $14,000 | $3,901+258.9% | $3,517+298.1% | $5,287+164.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |