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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 | $576,204 | $85,024+577.7% | $70,544+716.8% | $139,466+313.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 23.26% | 30.39%-7.1pp | 32.79%-9.5pp | 373.66%-350.4pp |
| Employer contribution / active EE | $3,230 | $3,912-17.4% | $2,976+8.5% | $4,754-32.1% |
| Participant deferral / active EE | $10,800 | $5,891+83.3% | $4,568+136.4% | $6,712+60.9% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |