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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 | $746,732 | $104,251+616.3% | $91,004+720.5% | $147,586+406.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 17.00% | 27.06%-10.1pp | 4.60%+12.4pp | 578.59%-561.6pp |
| Employer contribution / active EE | $15,018 | $3,116+382.0% | $2,456+511.6% | $4,876+208.0% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $144 | $8,948-98.4% | $5,417-97.3% | $10,886-98.7% |