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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 | $490,583 | $127,296+285.4% | $109,907+346.4% | $167,536+192.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 11.06% | 22.97%-11.9pp | 29.46%-18.4pp | 478.82%-467.8pp |
| Employer contribution / active EE | $4,350 | $3,325+30.8% | $2,844+53.0% | $4,839-10.1% |
| Participant deferral / active EE | $11,375 | $4,513+152.1% | $4,047+181.1% | $6,342+79.4% |
| Admin fee / account holder | $0 | $7,119-100.0% | $6,069-100.0% | $12,315-100.0% |