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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 | $467,130 | $106,267+339.6% | $96,520+384.0% | $139,456+235.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.65% | 38.45%-21.8pp | 35.72%-19.1pp | 373.45%-356.8pp |
| Employer contribution / active EE | $17,464 | $4,105+325.4% | $3,739+367.1% | $4,753+267.4% |
| Participant deferral / active EE | $17,253 | $5,454+216.3% | $4,879+253.6% | $6,711+157.1% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |