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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 | $580,697 | $176,838+228.4% | $146,685+295.9% | $167,518+246.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 10.26% | 24.04%-13.8pp | 22.75%-12.5pp | 478.71%-468.4pp |
| Employer contribution / active EE | $25,000 | $5,161+384.4% | $4,137+504.3% | $4,838+416.7% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $292 | $13,262-97.8% | $10,281-97.2% | $12,312-97.6% |