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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 | $518,920 | $110,303+370.4% | $95,759+441.9% | $139,487+272.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 11.83% | 27.19%-15.4pp | 28.42%-16.6pp | 373.84%-362.0pp |
| Employer contribution / active EE | $4,350 | $3,261+33.4% | $2,836+53.4% | $4,755-8.5% |
| Participant deferral / active EE | $13,125 | $4,674+180.8% | $4,244+209.3% | $6,713+95.5% |
| Admin fee / account holder | $0 | $6,615-100.0% | $5,678-100.0% | $11,407-100.0% |