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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 | $429,727 | $93,064+361.8% | $74,577+476.2% | $273,972+56.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.51% | 26.18%-15.7pp | 20.47%-10.0pp | 41.46%-30.9pp |
| Employer contribution / active EE | $23,707 | $3,160+650.3% | $2,525+838.8% | $4,869+386.9% |
| Participant deferral / active EE | $11,558 | $4,160+177.8% | $3,458+234.2% | $5,287+118.6% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |