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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 | $685,842 | $110,337+521.6% | $102,383+569.9% | $145,877+370.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 24.83%-12.7pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $31,068 | $4,216+636.9% | $3,870+702.7% | $4,663+566.3% |
| Participant deferral / active EE | $21,217 | $5,621+277.5% | $5,060+319.3% | $6,691+217.1% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |