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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 | $576,331 | $755,339-23.7% | $379,746+51.8% | $158,966+262.6% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 10.37% | 53.41%-43.0pp | 34.90%-24.5pp | 302.95%-292.6pp |
| Employer contribution / active EE | $13,082 | $4,685+179.2% | $3,540+269.6% | $4,762+174.7% |
| Participant deferral / active EE | $17,280 | $7,938+117.7% | $6,024+186.8% | $5,983+188.8% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,250-100.0% |