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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 | $370,438 | $98,240+277.1% | $82,312+350.0% | $147,586+151.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 13.65% | 30.85%-17.2pp | 25.88%-12.2pp | 578.59%-564.9pp |
| Employer contribution / active EE | $18,405 | $3,192+476.6% | $2,428+657.9% | $4,876+277.4% |
| Participant deferral / active EE | $9,813 | $4,383+123.9% | $3,706+164.8% | $5,439+80.4% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |