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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 | $560,070 | $100,139+459.3% | $85,187+557.5% | $145,884+283.9% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 8.22% | 84.15%-75.9pp | 66.67%-58.4pp | 551.85%-543.6pp |
| Employer contribution / active EE | $26,050 | $3,238+704.5% | $2,732+853.4% | $4,662+458.7% |
| Participant deferral / active EE | $15,250 | $5,296+188.0% | $4,525+237.0% | $6,690+128.0% |
| Admin fee / account holder | $93 | $7,262-98.7% | $6,162-98.5% | $13,392-99.3% |