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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 | $643,150 | $89,259+620.5% | $107,187+500.0% | $82,637+678.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 23.09% | 21.02%+2.1pp | 204.55%-181.5pp | 53.51%-30.4pp |
| Employer contribution / active EE | $13,305 | $3,080+332.0% | $3,782+251.8% | $2,552+421.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $0 | $7,381-100.0% | $9,162-100.0% | $7,339-100.0% |