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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 | $504,830 | $90,484+457.9% | $78,675+541.7% | $273,970+84.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.16% | 75.62%-70.5pp | 62.19%-57.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $8,446 | $3,175+166.0% | $2,850+196.3% | $4,869+73.5% |
| Participant deferral / active EE | $21,996 | $3,901+463.8% | $3,517+525.5% | $5,287+316.0% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |