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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 | $797,469 | $99,345+702.7% | $84,753+840.9% | $273,972+191.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.77% | 22.93%-12.2pp | 22.78%-12.0pp | 41.46%-30.7pp |
| Employer contribution / active EE | $35,000 | $4,214+730.6% | $3,574+879.2% | $4,869+618.9% |
| Participant deferral / active EE | $24,000 | $4,270+462.1% | $3,712+546.6% | $5,287+353.9% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |