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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 | $498,117 | $149,778+232.6% | $118,946+318.8% | $158,950+213.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 23.53% | 19.95%+3.6pp | 35.89%-12.4pp | 302.91%-279.4pp |
| Employer contribution / active EE | $18,113 | $4,117+340.0% | $3,263+455.0% | $4,762+280.4% |
| Participant deferral / active EE | $18,113 | $5,225+246.7% | $4,266+324.6% | $5,983+202.8% |
| Admin fee / account holder | $0 | $8,604-100.0% | $6,581-100.0% | $11,248-100.0% |