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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 | $752,064 | $90,486+731.1% | $78,676+855.9% | $273,972+174.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.71% | 75.62%-69.9pp | 62.19%-56.5pp | 41.46%-35.7pp |
| Employer contribution / active EE | $10,045 | $3,175+216.4% | $2,850+252.4% | $4,869+106.3% |
| Participant deferral / active EE | $8,800 | $3,901+125.6% | $3,517+150.2% | $5,287+66.4% |
| Admin fee / account holder | $20 | $5,263-99.6% | $4,510-99.6% | $10,133-99.8% |