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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 | $628,963 | $112,729+457.9% | $98,716+537.1% | $137,256+358.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 17.06% | 38.48%-21.4pp | 31.81%-14.8pp | 220.34%-203.3pp |
| Employer contribution / active EE | $17,277 | $2,725+534.0% | $2,279+658.2% | $4,156+315.7% |
| Participant deferral / active EE | $9,309 | $4,640+100.6% | $4,048+130.0% | $6,407+45.3% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |