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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 | $523,397 | $111,535+369.3% | $105,223+397.4% | $137,256+281.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.94% | 237.85%-224.9pp | 180.65%-167.7pp | 220.34%-207.4pp |
| Employer contribution / active EE | $23,343 | $3,939+492.6% | $3,689+532.9% | $4,156+461.7% |
| Participant deferral / active EE | $16,611 | $5,500+202.0% | $5,072+227.5% | $6,407+159.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |