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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 | $526,998 | $110,410+377.3% | $102,437+414.5% | $145,897+261.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.29% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.0pp |
| Employer contribution / active EE | $13,159 | $4,217+212.0% | $3,871+240.0% | $4,663+182.2% |
| Participant deferral / active EE | $9,519 | $5,622+69.3% | $5,060+88.1% | $6,689+42.3% |
| Admin fee / account holder | $30 | $9,745-99.7% | $8,388-99.6% | $13,390-99.8% |