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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 | $496,332 | $165,939+199.1% | $122,354+305.7% | $147,586+236.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 18.62% | 34.56%-15.9pp | 30.28%-11.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $21,507 | $5,754+273.7% | $4,051+430.9% | $4,876+341.0% |
| Participant deferral / active EE | $11,600 | $4,005+189.6% | $3,287+252.9% | $5,439+113.3% |
| Admin fee / account holder | $0 | $7,425-100.0% | $5,479-100.0% | $10,886-100.0% |