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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 | $423,053 | $176,794+139.3% | $146,647+188.5% | $167,553+152.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 15.87% | 24.04%-8.2pp | 22.75%-6.9pp | 478.89%-463.0pp |
| Employer contribution / active EE | $6,866 | $5,161+33.0% | $4,137+66.0% | $4,840+41.9% |
| Participant deferral / active EE | $17,298 | $6,440+168.6% | $5,506+214.1% | $6,343+172.7% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |