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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 | $498,832 | $110,379+351.9% | $102,412+387.1% | $145,884+241.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 37.64% | 24.84%+12.8pp | 24.94%+12.7pp | 551.85%-514.2pp |
| Employer contribution / active EE | $6,896 | $4,216+63.6% | $3,870+78.2% | $4,662+47.9% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |