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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 | $413,827 | $100,901+310.1% | $75,670+446.9% | $147,585+180.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 11.22% | 35.78%-24.6pp | 27.34%-16.1pp | 578.56%-567.3pp |
| Employer contribution / active EE | $12,500 | $3,253+284.2% | $2,352+431.5% | $4,876+156.3% |
| Participant deferral / active EE | $7,688 | $4,027+90.9% | $3,142+144.6% | $5,439+41.4% |
| Admin fee / account holder | $201 | $11,285-98.2% | $5,800-96.5% | $10,885-98.2% |