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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 | $894,416 | $111,814+699.9% | $103,374+765.2% | $145,959+512.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 24.77%-14.3pp | 24.89%-14.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $46,000 | $4,214+991.7% | $3,869+1088.8% | $4,661+887.0% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,689+243.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |