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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 | $462,620 | $77,638+495.9% | $156,551+195.5% | $62,881+635.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 10.19% | 50.33%-40.1pp | 32.23%-22.0pp | 20.14%-9.9pp |
| Employer contribution / active EE | $14,774 | $3,444+329.0% | $5,501+168.6% | $2,281+547.7% |
| Participant deferral / active EE | $8,902 | $3,046+192.3% | $4,871+82.8% | $3,203+177.9% |
| Admin fee / account holder | $0 | $5,561-100.0% | $13,028-100.0% | $4,296-100.0% |