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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 | $456,893 | $97,078+370.6% | $103,065+343.3% | $145,897+213.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 20.08% | 25.49%-5.4pp | 23.95%-3.9pp | 552.29%-532.2pp |
| Employer contribution / active EE | $135,000 | $4,680+2784.7% | $4,675+2787.6% | $4,663+2795.4% |
| Participant deferral / active EE | $0 | $6,601-100.0% | $6,625-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,349-100.0% | $13,390-100.0% |