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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 | $565,450 | $101,618+456.4% | $93,063+507.6% | $137,256+312.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.38% | 223.95%-209.6pp | 34.15%-19.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $20,880 | $2,707+671.3% | $2,476+743.3% | $4,156+402.4% |
| Participant deferral / active EE | $14,085 | $4,279+229.2% | $3,958+255.8% | $6,407+119.8% |
| Admin fee / account holder | $89 | $6,198-98.6% | $6,033-98.5% | $12,270-99.3% |