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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 | $737,952 | $92,219+700.2% | $76,767+861.3% | $135,380+445.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | 8.78% | 5.46%+3.3pp | 2.43%+6.3pp | 519.81%-511.0pp |
| Employer contribution / active EE | $33,979 | $3,216+956.6% | $2,485+1267.2% | $4,779+611.0% |
| Participant deferral / active EE | $2,095 | $4,508-53.5% | $3,852-45.6% | $5,609-62.7% |
| Admin fee / account holder | $46 | $10,749-99.6% | $6,675-99.3% | $10,828-99.6% |