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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 | $440,627 | $110,337+299.3% | $102,383+330.4% | $145,877+202.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.87% | 24.83%-12.0pp | 24.94%-12.1pp | 551.28%-538.4pp |
| Employer contribution / active EE | $17,421 | $4,216+313.2% | $3,870+350.1% | $4,663+273.6% |
| Participant deferral / active EE | $10,970 | $5,621+95.2% | $5,060+116.8% | $6,691+64.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |