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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 | $402,731 | $117,895+241.6% | $102,460+293.1% | $145,897+176.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 34.10% | 31.92%+2.2pp | 29.47%+4.6pp | 552.29%-518.2pp |
| Employer contribution / active EE | $69,000 | $3,619+1806.6% | $3,025+2180.9% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $5,736-100.0% | $5,056-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,353-100.0% | $9,460-100.0% | $13,390-100.0% |