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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 | $850,177 | $90,486+839.6% | $78,676+980.6% | $273,972+210.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 6.13% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $14,833 | $3,175+367.2% | $2,850+420.5% | $4,869+204.7% |
| Participant deferral / active EE | $8,000 | $3,901+105.1% | $3,517+127.5% | $5,287+51.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |