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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 | $879,925 | $116,203+657.2% | $93,621+839.9% | $152,909+475.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 24.05% | 35.96%-11.9pp | 32.76%-8.7pp | 345.46%-321.4pp |
| Employer contribution / active EE | $32,604 | $3,219+912.8% | $2,719+1099.3% | $4,764+584.4% |
| Participant deferral / active EE | $25,000 | $4,605+442.9% | $4,070+514.3% | $5,851+327.3% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,601-100.0% |