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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 | $560,005 | $104,694+434.9% | $85,709+553.4% | $167,536+234.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.83% | 21.45%-8.6pp | 21.49%-8.7pp | 478.82%-466.0pp |
| Employer contribution / active EE | $3,150 | $3,337-5.6% | $2,619+20.3% | $4,839-34.9% |
| Participant deferral / active EE | $13,000 | $4,826+169.4% | $3,924+231.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $10,035-100.0% | $6,876-100.0% | $12,315-100.0% |