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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 | $634,311 | $106,280+496.8% | $96,538+557.1% | $139,487+354.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 14.85% | 38.48%-23.6pp | 35.74%-20.9pp | 373.84%-359.0pp |
| Employer contribution / active EE | $22,473 | $4,107+447.2% | $3,740+500.9% | $4,755+372.7% |
| Participant deferral / active EE | $12,622 | $5,457+131.3% | $4,880+158.6% | $6,713+88.0% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |