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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 | $537,332 | $99,053+442.5% | $88,179+509.4% | $138,895+286.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 16.12% | 78.17%-62.0pp | 64.97%-48.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $28,350 | $2,882+883.7% | $2,549+1012.0% | $4,194+575.9% |
| Participant deferral / active EE | $20,417 | $5,225+290.7% | $4,614+342.5% | $6,396+219.2% |
| Admin fee / account holder | $0 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |