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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 | $726,128 | $110,379+557.9% | $102,412+609.0% | $145,884+397.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.92% | 24.84%-13.9pp | 24.94%-14.0pp | 551.85%-540.9pp |
| Employer contribution / active EE | $21,039 | $4,216+399.0% | $3,870+443.6% | $4,662+351.2% |
| Participant deferral / active EE | $12,772 | $5,622+127.2% | $5,060+152.4% | $6,690+90.9% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |