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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 | $596,263 | $176,794+237.3% | $146,647+306.6% | $167,553+255.9% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.31% | 24.04%-10.7pp | 22.75%-9.4pp | 478.89%-465.6pp |
| Employer contribution / active EE | $11,524 | $5,161+123.3% | $4,137+178.6% | $4,840+138.1% |
| Participant deferral / active EE | $16,918 | $6,440+162.7% | $5,506+207.3% | $6,343+166.7% |
| Admin fee / account holder | $75 | $13,262-99.4% | $10,281-99.3% | $12,316-99.4% |