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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 | $352,904 | $123,155+186.6% | $108,753+224.5% | $155,188+127.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 14.70% | 44.73%-30.0pp | 37.47%-22.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $8,812 | $2,811+213.5% | $2,427+263.1% | $4,248+107.4% |
| Participant deferral / active EE | $18,000 | $4,623+289.3% | $4,115+337.4% | $6,531+175.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |