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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 | $930,246 | $211,288+340.3% | $178,540+421.0% | $145,884+537.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.53% | 30.27%-20.7pp | 27.15%-17.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $12,859 | $4,574+181.2% | $3,953+225.3% | $4,662+175.8% |
| Participant deferral / active EE | $0 | $6,967-100.0% | $6,281-100.0% | $6,690-100.0% |
| Admin fee / account holder | $40 | $12,105-99.7% | $10,424-99.6% | $13,392-99.7% |