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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 | $386,846 | $134,817+186.9% | $123,973+212.0% | $155,188+149.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 7.97% | 515.49%-507.5pp | 388.13%-380.2pp | 148.84%-140.9pp |
| Employer contribution / active EE | $9,389 | $4,425+112.2% | $4,126+127.6% | $4,248+121.0% |
| Participant deferral / active EE | $7,196 | $5,706+26.1% | $5,247+37.2% | $6,531+10.2% |
| Admin fee / account holder | $44 | $13,245-99.7% | $11,799-99.6% | $14,480-99.7% |