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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 | $110,337+710.6% | $102,383+773.6% | $145,877+513.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 10.52% | 24.83%-14.3pp | 24.94%-14.4pp | 551.28%-540.8pp |
| Employer contribution / active EE | $46,000 | $4,216+991.1% | $3,870+1088.5% | $4,663+886.5% |
| Participant deferral / active EE | $23,000 | $5,621+309.2% | $5,060+354.6% | $6,691+243.8% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |