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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 | $681,055 | $107,666+532.6% | $102,184+566.5% | $154,746+340.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 12.03% | 29.33%-17.3pp | 31.58%-19.5pp | 172.34%-160.3pp |
| Employer contribution / active EE | $14,375 | $3,846+273.7% | $3,594+300.0% | $4,379+228.3% |
| Participant deferral / active EE | $28,750 | $8,719+229.7% | $8,309+246.0% | $6,730+327.2% |
| Admin fee / account holder | $5 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |