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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 | $392,896 | $77,449+407.3% | $69,483+465.5% | $152,909+156.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 27.09% | 39.09%-12.0pp | 28.99%-1.9pp | 345.46%-318.4pp |
| Employer contribution / active EE | $4,479 | $3,316+35.1% | $2,780+61.1% | $4,764-6.0% |
| Participant deferral / active EE | $14,950 | $4,415+238.6% | $3,537+322.7% | $5,851+155.5% |
| Admin fee / account holder | $0 | $6,210-100.0% | $3,841-100.0% | $11,601-100.0% |