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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 | $649,070 | $85,024+663.4% | $70,544+820.1% | $139,466+365.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 23.02% | 30.39%-7.4pp | 32.79%-9.8pp | 373.66%-350.6pp |
| Employer contribution / active EE | $18,200 | $3,912+365.2% | $2,976+511.6% | $4,754+282.8% |
| Participant deferral / active EE | $32,266 | $5,891+447.7% | $4,568+606.3% | $6,712+380.7% |
| Admin fee / account holder | $256 | $8,928-97.1% | $6,427-96.0% | $11,409-97.8% |