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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 | $601,049 | $97,765+514.8% | $103,486+480.8% | $145,884+312.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 12.69% | 25.44%-12.8pp | 23.93%-11.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $18,798 | $4,687+301.1% | $4,679+301.7% | $4,662+303.2% |
| Participant deferral / active EE | $18,367 | $6,606+178.0% | $6,628+177.1% | $6,690+174.6% |
| Admin fee / account holder | $0 | $12,505-100.0% | $9,354-100.0% | $13,392-100.0% |