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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 | $603,578 | $100,203+502.4% | $85,240+608.1% | $145,897+313.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.42% | 84.28%-74.9pp | 66.75%-57.3pp | 552.29%-542.9pp |
| Employer contribution / active EE | $14,528 | $3,242+348.2% | $2,735+431.1% | $4,663+211.6% |
| Participant deferral / active EE | $19,280 | $5,299+263.9% | $4,527+325.9% | $6,689+188.2% |
| Admin fee / account holder | $0 | $7,265-100.0% | $6,165-100.0% | $13,390-100.0% |